Wealth Enhancement Advisory Services is based out of Plymouth. Wealth Enhancement Advisory Services is a large advisory firm with 48894 clients and discretionary assets under management (AUM) of $50,048,466,768 (Form ADV from 2023-09-25). Their last reported 13F filing for Q4 2023 included $34,429,113,059 in managed 13F securities
and a top 10 holdings concentration of 24.11%. Wealth Enhancement Advisory Services's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 5,079,953. Whalewisdom has at least 39 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
SCHD Schwab U.S. Dividend | 0.28% |
QQQM Invesco NASDAQ 100 E | 0.22% |
HTRB Hartford Total Retur | 0.21% |
IVV iShares Core S&P 500 | 0.21% |
IBM International Busine | 0.2% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
XMMO Invesco S&P MidCap M | 0.36% |
VWO VANGUARD EMERGING MA | 0.2% |
SCHF Schwab International | 0.2% |
SPTM SPDR(R) Portfolio S& | 0.13% |
PXD Pioneer Natural Reso | 0.12% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
IVV iShares Core S&P 500 | 7.05% |
AAPL Apple Inc | 3.08% |
AGG iShares Core U.S. Ag | 2.55% |
MSFT Microsoft Corp. | 2.24% |
VWO VANGUARD EMERGING MA | 1.86% |
2023-12-31
13F Activity
Market Value | $34.4b, Prior: $30.4b |
New Purchases | 216 stocks |
Added To | 1041 stocks |
Sold out of | 127 stocks |
Reduced holdings in | 989 stocks |
Top 10 Holdings % | 24.11% |
Turnover %[1] | 14.64% |
Turnover Alt %[2] | 3.74% |
Time Held Top 20 | 10.35 quarters |
Time Held Top 10 | 10.3 quarters |
Time Held All | 2.74 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31