Wealth Enhancement Advisory Services
CIM

Wealth Enhancement Advisory Services’s Chimera Investment CIM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CIM Stock Details CIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$391K Buy
29,792
+7,223
+32% +$96.7K ﹤0.01% 2935
2026
Q1 		$290K Sell
22,569
-7,926
-26% -$103K ﹤0.01% 2814
2025
Q4 		$383K Sell
30,495
-1,611
-5% -$20.5K ﹤0.01% 2703
2025
Q3 		$418K Buy
32,106
+15,614
+95% +$217K ﹤0.01% 2505
2025
Q2 		$236K Sell
16,492
-1,037
-6% -$13.3K ﹤0.01% 2851
2025
Q1 		$225K Buy
17,529
+2,730
+18% +$38.4K ﹤0.01% 2611
2024
Q4 		$207K Buy
+14,799
New +$222K ﹤0.01% 2668
2024
Q2 		– Sell
-8,466
Closed -$117K – 2631
2024
Q1 		$117K Buy
8,466
+370
+5% +$5.16K ﹤0.01% 2275
2023
Q4 		$121K Sell
8,096
-526
-6% -$7.94K ﹤0.01% 2154
2023
Q3 		$141K Buy
+8,622
New +$151K ﹤0.01% 2056

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KCM
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IFG
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EFG
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VCM
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GI
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CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return