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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IVVIshares Tr
| 7.3% | $3.611B 6.26M shares@ $576.83 avg price | Increased 1.45% |
AAPLApple Inc
| 3.3% | $1.629B 7.12M shares@ $228.79 avg price | Increased 11.35% |
AGGIshares Tr
| 2.68% | $1.321B 13.049M shares@ $101.28 avg price | Increased 1.8% |
MSFTMicrosoft Corp
| 2.26% | $1.118B 2.633M shares@ $424.78 avg price | Increased 13.4% |
NVDANvidia Corporation
| 1.77% | $872.176M 7.729M shares@ $112.86 avg price | Increased 9.05% |
IMTMIshares Tr
| 1.53% | $752.33M 18.631M shares@ $40.38 avg price | Increased 0.01% |
SMTHAlps Etf Tr
| 1.44% | $710.599M 26.876M shares@ $26.45 avg price | Increased 0.05% |
VWOVanguard Intl Equity Index F
| 1.38% | $679.016M 14.191M shares@ $47.85 avg price | Increased 0.16% |
AMZNAmazon Com Inc
| 1.36% | $668.415M 3.649M shares@ $183.2 avg price | Increased 22.56% |
FNDFSchwab Strategic Tr
| 1.27% | $626.395M 16.762M shares@ $37.38 avg price | Increased 0.65% |