Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s New Mountain Finance NMFC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,061
Closed -$187K – 3754
2025
Q3 		$187K Sell
20,061
-20,584
-51% -$214K ﹤0.01% 3163
2025
Q2 		$435K Buy
40,645
+408
+1% +$4.21K ﹤0.01% 2324
2025
Q1 		$444K Buy
40,237
+7,361
+22% +$83.9K ﹤0.01% 2147
2024
Q4 		$370K Buy
32,876
+405
+1% +$4.67K ﹤0.01% 2206
2024
Q3 		$389K Buy
32,471
+10,881
+50% +$133K ﹤0.01% 1997
2024
Q2 		$264K Buy
21,590
+5,950
+38% +$74.6K ﹤0.01% 2071
2024
Q1 		$198K Buy
15,640
+210
+1% +$2.67K ﹤0.01% 2205
2023
Q4 		$196K Buy
15,430
+1,525
+11% +$19.4K ﹤0.01% 2093
2023
Q3 		$180K Buy
+13,905
New +$177K ﹤0.01% 2025

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