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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
SDYSpdr Ser Tr
Recent Activity
Decreased -0.13%
0.11%
$51.592M
363,225 shares@ $142.04 avg price
CGGOCapital Group Gbl Growth Eqt
Recent Activity
Decreased -0.03%
0.11%
$51.431M
1.706M shares@ $30.16 avg price
CGDVCapital Group Dividend Value
Recent Activity
Decreased -0.03%
0.11%
$50.025M
1.373M shares@ $36.45 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -0.04%
0.1%
$48.376M
557,198 shares@ $86.83 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -0.01%
0.09%
$43.816M
1.061M shares@ $41.28 avg price
USFRWisdomtree Tr
Recent Activity
Decreased -0.25%
0.09%
$42.527M
846,820 shares@ $50.23 avg price
HYRMDbx Etf Tr
Recent Activity
Decreased -0.07%
0.09%
$42.215M
1.757M shares@ $24.04 avg price
CGGRCapital Group Growth Etf
Recent Activity
Decreased -0.3%
0.09%
$41.986M
1.207M shares@ $34.8 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -0.05%
0.09%
$41.654M
895,390 shares@ $46.53 avg price
MTGMgic Invt Corp Wis
Recent Activity
Decreased 0%
0.09%
$41.24M
1.611M shares@ $25.61 avg price