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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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PLYMOUTH MN Investment Advisor
13F Summary
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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance