Long-term investor
Wealth Enhancement Advisory Services, LLC @wealthenhancementadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001632972).
Record
- Tracked since 2025-06-30 (434 days), 68 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months +3.1% · 1 year +8.4% · all +8.4%
- Max drawdown -6.6% · Sharpe 0.26 · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 6.1% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- AGG · 2.7% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- SMTH · 2.1% · long · since 2025-06-30
- MSFT · 1.6% · long · since 2025-06-30
- VWO · 1.5% · long · since 2025-06-30
- FNDF · 1.4% · long · since 2025-06-30
- USVM · 1.4% · long · since 2025-06-30
- AVLV · 1.4% · long · since 2025-06-30
- JMOM · 1.4% · long · since 2025-06-30
- AMZN · 1.3% · long · since 2025-06-30