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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
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -0.05%
0.17%
$80.108M
2.133M shares@ $37.57 avg price
DBEFDbx Etf Tr
Recent Activity
Decreased 0%
0.16%
$78.877M
1.877M shares@ $42.02 avg price
GSSTGoldman Sachs Etf Tr
Recent Activity
Decreased 0%
0.16%
$78.104M
1.542M shares@ $50.65 avg price
DFIVDimensional Etf Trust
Recent Activity
Decreased 0%
0.15%
$72.723M
1.91M shares@ $38.08 avg price
HTRBHartford Fds Exchange Traded
Recent Activity
Decreased -0.08%
0.15%
$69.669M
1.993M shares@ $34.96 avg price
SGOVIshares Tr
Recent Activity
Decreased -0.03%
0.14%
$68.767M
682,756 shares@ $100.73 avg price
WINNHarbor Etf Trust
Recent Activity
Decreased -0.7%
0.14%
$64.908M
2.534M shares@ $25.61 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Decreased -0.11%
0.14%
$64.371M
569,955 shares@ $112.95 avg price
PRFZInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.05%
0.11%
$53.067M
1.277M shares@ $41.56 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -0.28%
0.11%
$52.836M
544,985 shares@ $96.95 avg price