WEALTH ENHANCEMENT Overview

Wealth Enhancement Advisory Services Llc is an investment advisor that manages 3.6 BN dollars in regulatory AUM and has 153 employees, of which 146 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 671MM in positions, representing 18% of the manager's regulatory AUM.

WEALTH ENHANCEMENT StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WEALTH ENHANCEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHV 7.69% ETF 4.46% 0.16% 5 0%
IVV 7.67% ETF 2.5% -0% 0 9%
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FEATURED IN
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WEALTH ENHANCEMENT Founders and Key Employees

Name Title In Position Since
Jeffrey T. Dekko Director, Chief Manager February-2003
Michael W. Stefano Vp,Chief Compliance Officer March-2005
Todd J. Solow Director October-2007
Erik M. Torgerson Director December-2009
Kenneth J. Severud Svp,Chief Operating Officer November-2010
Jason Sondell Director November-2010
John H. Wernz Evp, Chief Marketing Officer March-2011
Mark A. Ledson Vice President November-2011
James L. Cahn Evp, Chief Investment Officer May-2012
Jennifer Bahr Svp Finance, Secretary November-2012

WEALTH ENHANCEMENT Brokers, Custodians, Auditors and Administrators

Type Company

WEALTH ENHANCEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

WEAS Method of Analysis in Formulating Advice and Portfolio Diversification

WEAS believes that common-risk premiums (equity, credit, interest rate term structure, etc.) have relatively stable long-term, expected returns and covariance. As a result, the primary means of providing advice used by WEAS is to recommend portfolios that utilize modern portfolio theory to provide strategic allocations with optimal risk-adjusted return characteristics. Building on modern portfolio theory, WEAS moves beyond diversifying by asset classes (equity, fixed income, alternatives) to diversifying by risk classes (company risk, interest rate risk, purchasing power risk, manager skill risk). WEAS believes allocating across risk classes is preferable to asset classes because risk classes have more stable covariance and more predictable long-term, expected returns. While WEAS believes that long-term premiums are relatively stable,...
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WEALTH ENHANCEMENT Portfolio Concentration

WEALTH ENHANCEMENT Location

505 NORTH HWY 169
SUITE 900
PLYMOUTH, Minnesota
UNITED STATES, 55441

WEALTH ENHANCEMENT Contact Information

Phone Number: 763-417-1700
Fax Number: 763-417-1701
Website:

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