Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | SBR | SABINE RTY TR | Energy | 4,170 | $278K | — | SOLD |
| 182 | BITX | VOLATILITY SHS TR | — | 9,009 | $278K | — | SOLD |
| 183 | UPGD | INVESCO EXCHANGE TRADED FD T | — | 3,596 | $272K | — | SOLD |
| 184 | WLDN | WILLDAN GROUP INC | Industrials | 2,379 | $271K | — | SOLD |
| 185 | BJUN | INNOVATOR ETFS TRUST | — | 5,749 | $270K | — | SOLD |
| 186 | CATH | GLOBAL X FDS | — | 3,234 | $270K | — | SOLD |
| 187 | — | AGILON HEALTH INC | — | 323,616 | $267K | — | SOLD |
| 188 | QSPT | FIRST TR EXCHNG TRADED FD VI | — | 8,342 | $266K | — | SOLD |
| 189 | CSGS | CSG SYS INTL INC | Technology | 3,446 | $266K | — | SOLD |
| 190 | WGO | WINNEBAGO INDS INC | Consumer Cyclical | 6,204 | $265K | — | SOLD |
| 191 | BSMS | INVESCO EXCH TRD SLF IDX FD | — | 11,214 | $264K | — | SOLD |
| 192 | LCII | LCI INDS | Consumer Cyclical | 2,082 | $263K | — | SOLD |
| 193 | MCHI | ISHARES TR | — | 4,184 | $262K | — | SOLD |
| 194 | — | VANGUARD MUN BD FDS | — | 3,444 | $261K | — | SOLD |
| 195 | — | ANYWHERE REAL ESTATE INC | — | 17,952 | $259K | — | SOLD |
| 196 | IYLD | ISHARES TR | — | 11,946 | $258K | — | SOLD |
| 197 | PCQ | PIMCO CALIF MUN INCOME FD | Financial Services | 29,244 | $258K | — | SOLD |
| 198 | — | FIRST TR EXCHNG TRADED FD VI | — | 7,529 | $257K | — | SOLD |
| 199 | JETS | ETF SER SOLUTIONS | — | 8,732 | $255K | — | SOLD |
| 200 | TR | TOOTSIE ROLL INDS INC | Consumer Defensive | 7,060 | $254K | — | SOLD |
Sector Allocation
Technology
33.6%
Financial Services
16.6%
Industrials
10.5%
Healthcare
9.3%
Consumer Cyclical
8.2%
Communication Services
7.3%
Consumer Defensive
4.6%
Energy
3.8%
Utilities
2.9%
Real Estate
1.8%