Wealth Enhancement Advisory Services
SFIX

Wealth Enhancement Advisory Services’s Stitch Fix SFIX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SFIX Stock Details SFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$428K Buy
133,140
+67,306
+102% +$245K ﹤0.01% 2841
2026
Q1 		$224K Buy
65,834
+26,680
+68% +$109K ﹤0.01% 3050
2025
Q4 		$203K Buy
39,154
+11,082
+39% +$50.6K ﹤0.01% 3260
2025
Q3 		$116K Buy
28,072
+13,154
+88% +$65K ﹤0.01% 3306
2025
Q2 		$59.7K Sell
14,918
-7,496
-33% -$28.1K ﹤0.01% 3206
2025
Q1 		$72.8K Sell
22,414
-2,372
-10% -$10.8K ﹤0.01% 2813
2024
Q4 		$107K Buy
24,786
+12,177
+97% +$44.8K ﹤0.01% 2801
2024
Q3 		$35.6K Buy
+12,609
New +$49.1K ﹤0.01% 2638

Other funds holding SFIX

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return