WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WE WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Institutional Filer | ▼ 33.36% | $45.47B | 3556 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 3556)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 4.5M | $2.94B | 6.48% |
| 2 | AGG | ISHARES TR | — | 14.9M | $1.47B | 3.23% |
| 3 | SMTH | ALPS ETF TR | — | 42.1M | $1.07B | 2.36% |
| 4 | MSFT | Microsoft Corporation | Technology | 2.4M | $799.4M | 1.76% |
| 5 | FNDF | SCHWAB STRATEGIC TR | — | 14.6M | $707.7M | 1.56% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | — | 13.0M | $693.1M | 1.52% |
| 7 | USVM | VICTORY PORTFOLIOS II | — | 7.0M | $659.5M | 1.45% |
| 8 | JMOM | J P MORGAN EXCHANGE TRADED F | — | 9.1M | $628.2M | 1.38% |
| 9 | AVLV | AMERICAN CENTY ETF TR | — | 7.7M | $621.2M | 1.37% |
| 10 | IMTM | ISHARES TR | — | 12.0M | $581.6M | 1.28% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 2.9M | $562.1M | 1.24% |
| 12 | GOOGL | Alphabet Inc. | Technology | 2.1M | $550.3M | 1.21% |
| 13 | GOVT | ISHARES TR | — | 23.0M | $521.4M | 1.15% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 993K | $465.6M | 1.02% |
| 15 | UYLD | ANGEL OAK FUNDS TRUST | — | 8.4M | $422.1M | 0.93% |
Showing 1 to 15 of 1000 holdings