Signals

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☆VCRM

132 in-universe funds with a nonzero position in VCRM within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#704
Score / z0.217 / 0.18
Consensus59.75 over 99 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 262.1 5.3% 3 +4.8 pp +5.1 pp +5.3 pp +5.3 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 47.4 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 45.3 8.6% 4 +1.3 pp +5.7 pp +5.8 pp +8.6 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 30.0 10.5% 4 +0.4 pp +1.3 pp +0.8 pp +10.5 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 28.9 4.3% 4 +0.6 pp +1.7 pp +2.8 pp +4.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 23.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 20.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 18.8 2.0% 4 +0.2 pp +0.5 pp +0.7 pp +2.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 18.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 17.3 2.9% 4 -0.2 pp -0.4 pp -0.4 pp +2.9 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 13.7 5.7% 3 -0.0 pp +0.2 pp +5.7 pp +5.7 pp
☆Elite Life Management LLC CIK 0002010262 0.574 61 13.2 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 12.9 1.0% 4 -0.0 pp +0.0 pp +0.4 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 7.4 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 7.3 2.6% 4 -0.3 pp -0.3 pp +1.0 pp +2.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 6.6 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 6.2 0.8% 3 +0.5 pp +0.7 pp +0.8 pp +0.8 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 5.5 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 5.3 2.2% 4 -0.2 pp -0.1 pp -0.3 pp +2.2 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 5.3 0.9% 3 -0.3 pp -0.3 pp +0.9 pp +0.9 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 4.5 2.3% 3 +1.1 pp +1.3 pp +2.3 pp +2.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 4.0 2.5% 4 -0.1 pp -0.1 pp -0.1 pp +2.5 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 4.0 2.3% 2 +0.9 pp +2.3 pp +2.3 pp +2.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 3.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 3.8 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 3.8 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 3.6 2.5% 4 +0.0 pp +0.4 pp +0.6 pp +2.5 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.4 0.3% 4 -0.1 pp -0.3 pp -0.4 pp +0.3 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 3.4 0.5% 4 +0.0 pp +0.1 pp +0.3 pp +0.5 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 2.9 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 2.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆NWM ADVISORS, LLC CIK 0002098824 0.690 23 2.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 2.2 0.7% 4 +0.0 pp +0.2 pp +0.3 pp +0.7 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 2.1 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 2.1 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.6 0.2% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 1.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 1.2 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 1.2 0.3% 4 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 1.1 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.0 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lynch Investment Planning, LLC CIK 0002110354 0.596 56 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 0.7 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.7 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.6 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.3 0.1% 4 -0.1 pp -1.4 pp -1.4 pp +0.1 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VCRM). Qtrs Held counts distinct quarters this fund has actually held VCRM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VCRM position size. Δ columns are the percentage-point change in VCRM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status