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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
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 13.33%
0.68%
$331.762M
1.652M shares@ $200.85 avg price
UYLDAngel Oak Funds Trust
Recent Activity
Increased 0.04%
0.67%
$330.075M
6.451M shares@ $51.18 avg price
PGProcter And Gamble Co
Recent Activity
Increased 16.03%
0.63%
$308.308M
1.78M shares@ $173.21 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 0.06%
0.63%
$306.962M
3.631M shares@ $84.54 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 0.12%
0.62%
$305.555M
4.558M shares@ $67.04 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 1.8%
0.61%
$297.252M
5.858M shares@ $50.75 avg price
USMVIshares Tr
Recent Activity
Increased 0.68%
0.6%
$294.542M
3.226M shares@ $91.32 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 24.68%
0.57%
$279.371M
478,786 shares@ $583.5 avg price
HDHome Depot Inc
Recent Activity
Increased 14.8%
0.57%
$277.295M
688,908 shares@ $402.52 avg price
VTIVanguard Index Fds
Recent Activity
Increased 13.93%
0.56%
$276.026M
974,802 shares@ $283.17 avg price