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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Envestnet Asset Management Inc ⇄ Wealth Enhancement Advisory Services, Llc

60Shared positions
57.6%Name overlap (Jaccard)
15+Only Envestnet…
15+Only Wealth…

Shared holdings · Q2 2026

SecurityEnvestnet Asset… weightWealth Enhancement… weight
IVV iShares Core S&P 500 ETF 7.3% 6.1%
AAPL Apple Inc. 1.0% 3.1%
AGG iShares Core U.S.… 1.0% 2.7%
NVDA NVIDIA Corporation 1.1% 2.2%
MSFT Microsoft Corporation 1.0% 1.6%
VOO Vanguard S&P 500 ETF 1.8% 0.7%
SMTH ALPS Funds Smith Core… 0.0% 2.1%
IUSB iShares Core Universal… 2.0% 0.1%
VWO Vanguard FTSE Emerging… 0.6% 1.5%
AMZN Amazon.com, Inc. 0.7% 1.3%
GOVT iShares U.S. Treasury… 0.9% 1.0%
GOOGL Alphabet Inc. 0.6% 1.2%
DYNF iShares U.S. Equity… 1.8% 0.0%
VEA Vanguard FTSE Developed… 1.5% 0.3%
IVW iShares S&P 500 Growth ETF 1.6% 0.2%
VTV Vanguard Morningstar… 1.2% 0.5%
AVLV Avantis U.S. Large Cap… 0.2% 1.4%
VUG Vanguard Morningstar… 1.2% 0.4%
IEMG iShares Core MSCI… 1.3% 0.2%
FNDF Schwab Fundamental… 0.0% 1.4%
IEFA iShares Core MSCI EAFE ETF 1.1% 0.3%
USVM VictoryShares US Small… 0.0% 1.4%
JMOM JPMorgan U.S. Momentum… 0.0% 1.4%
IVE iShares S&P 500 Value ETF 1.2% 0.1%
AVGO Broadcom Inc. 0.7% 0.6%
JPM JPMorgan Chase & Co. 0.6% 0.7%
IMTM iShares MSCI Intl… 0.0% 1.2%
MU Micron Technology, Inc. 0.2% 1.0%
SPY State Street SPDR S&P 500… 0.5% 0.7%
GOOG Alphabet Inc. 0.5% 0.6%
QQQ Invesco QQQ Trust, Series… 0.5% 0.5%
SPHQ Invesco S&P 500 Quality… 0.1% 0.9%
JNJ Johnson & Johnson 0.3% 0.7%
VTI Vanguard Morningstar… 0.5% 0.4%
QQQM Invesco NASDAQ 100 ETF 0.5% 0.4%
MTUM iShares MSCI USA Momentum… 0.6% 0.3%
IJR iShares Core S&P… 0.6% 0.4%
IJH iShares Core S&P Mid-Cap… 0.7% 0.2%
AVDE Avantis International… 0.1% 0.8%
IWF iShares Russell 1000… 0.6% 0.3%
USMV iShares MSCI USA Min Vol… 0.1% 0.8%
LRCX Lam Research Corporation 0.3% 0.5%
SPYM State Street SPDR… 0.5% 0.4%
UYLD Angel Oak Ultrashort… 0.0% 0.8%
META Meta Platforms, Inc. 0.4% 0.4%
MBB iShares MBS ETF 0.7% 0.1%
EFG iShares MSCI EAFE Growth… 0.7% 0.0%
BNDX Vanguard Total… 0.7% 0.0%
BAI iShares A.I. Innovation… 0.7% 0.0%
BRK-B Berkshire Hathaway Inc. 0.1% 0.6%
AMAT Applied Materials, Inc. 0.2% 0.5%
VIG Vanguard Dividend… 0.1% 0.5%
LLY Eli Lilly and Company 0.3% 0.3%
CSCO Cisco Systems, Inc. 0.3% 0.4%
BSV Vanguard Short-Term Bond… 0.6% 0.0%
EFV iShares MSCI EAFE Value… 0.6% 0.1%
V Visa Inc. 0.3% 0.3%
XONA.DE Exxon Mobil Corporation 0.1% 0.5%
IWB iShares Russell 1000 ETF 0.4% 0.2%
XLK State Street Technology… 0.5% 0.1%

Distinctively Envestnet Asset…

APUE ActivePassive U.S.… 0.3%
BDVL iShares Disciplined… 0.2%
APIE 0.1%
APCB 0.1%
BFLX 0.1%
PIEQ Principal… 0.1%
TSME 0.1%
TCPB 0.1%
GSUS Goldman Sachs… 0.1%
ACLC 0.1%
IPAC iShares Core MSCI… 0.1%
IWX iShares Russell Top… 0.0%
LCAP Principal Capital… 0.0%
GCOR 0.0%
RGLO 0.0%

Distinctively Wealth Enhancement…

FLIA 0.4%
BRIF 0.2%
NBCM 0.2%
TXUE 0.1%
ENDW 0.1%
BRIB 0.1%
ESUM 0.1%
DFVX 0.0%
RMHY 0.0%
JPIN 0.0%
CNA CNA Financial… 0.0%
AGL Agilon Health, Inc. 0.0%
JPUS 0.0%
AAUS 0.0%
KNO 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology