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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
AUSFGlobal X Fds
Recent Activity
Increased 0.05%
0.41%
$202.787M
4.749M shares@ $42.7 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.08%
0.41%
$199.956M
354,293 shares@ $564.39 avg price
MAMastercard Incorporated
Recent Activity
Increased 33.47%
0.41%
$199.613M
404,236 shares@ $493.81 avg price
PEPPepsico Inc
Recent Activity
Increased 16.73%
0.41%
$198.294M
1.166M shares@ $170.06 avg price
MTUMIshares Tr
Recent Activity
Increased 0.02%
0.4%
$196.28M
968,040 shares@ $202.77 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.58%
0.37%
$182.234M
1.063M shares@ $171.4 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.13%
0.37%
$179.784M
1.03M shares@ $174.57 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.56%
0.36%
$173.282M
783,798 shares@ $221.08 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 1.17%
0.35%
$171.685M
2.066M shares@ $83.09 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 0.06%
0.35%
$171.326M
2.646M shares@ $64.75 avg price