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Eric Duncan

@Wealth Enhancement Advisory Services, Llc

Latest period2024 - Q4ReportedManaged Assets$49.486BTotal holdings2667
Assets growth rate6.38%Assets growth rate (2-Q avg)8.44%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Enhancement Advisory Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 2667 positions.

Assets under management

The assets under management (AUM) of Wealth Enhancement Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 49.486B in assets, with a quarterly growth rate of 6.38% and a 2-quarter average growth rate of 8.44%. The portfolio is managed by Eric Duncan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CLOUGlobal X Fds
Recent Activity
New Position
0.01%
$286,470
13,940 shares@ $20.56 avg price
CTRECaretrust Reit Inc
Recent Activity
New Position
0.01%
$227,485
7,371 shares@ $30.87 avg price
AINAlbany Intl Corp
Recent Activity
New Position
0.01%
$225,811
2,542 shares@ $88.84 avg price
ISCFIshares Tr
Recent Activity
New Position
0.01%
$224,087
6,357 shares@ $35.26 avg price
FANFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.01%
$221,096
12,253 shares@ $18.05 avg price
GOLFAcushnet Hldgs Corp
Recent Activity
New Position
0.01%
$214,176
3,360 shares@ $63.75 avg price
DHSWisdomtree Tr
Recent Activity
New Position
0.01%
$209,385
2,232 shares@ $93.82 avg price
RLIRli Corp
Recent Activity
New Position
0.01%
$207,739
1,341 shares@ $154.92 avg price
UPSTUpstart Hldgs Inc
Recent Activity
New Position
0.01%
$203,208
5,079 shares@ $40.01 avg price
DRIVGlobal X Fds
Recent Activity
New Position
0.01%
$200,535
8,540 shares@ $23.49 avg price