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