Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | NKSH | NATIONAL BANKSHARES INC VA | Financial Services | 7,735 | $254K | — | SOLD |
| 202 | TDV | PROSHARES TR | — | 2,813 | $253K | — | SOLD |
| 203 | YINN | DIREXION SHS ETF TR | — | 5,239 | $252K | — | SOLD |
| 204 | BBN | BLACKROCK TAX MUNICPAL BD TR | Financial Services | 15,307 | $250K | — | SOLD |
| 205 | MSB | MESABI TR | Financial Services | 6,109 | $249K | — | SOLD |
| 206 | PSCT | INVESCO EXCH TRADED FD TR II | — | 4,136 | $247K | — | SOLD |
| 207 | CMBS | ISHARES TR | — | 5,000 | $246K | — | SOLD |
| 208 | FMX | FOMENTO ECONOMICO MEXICANO S | Consumer Defensive | 2,418 | $244K | — | SOLD |
| 209 | — | INNOVATOR ETFS TRUST | — | 8,544 | $243K | — | SOLD |
| 210 | EMF | TEMPLETON EMERGING MKTS FD | Financial Services | 13,570 | $243K | — | SOLD |
| 211 | MOTI | VANECK ETF TRUST | — | 6,384 | $241K | — | SOLD |
| 212 | AIPI | ETF OPPORTUNITIES TRUST | — | 5,968 | $241K | — | SOLD |
| 213 | IPAC | ISHARES TR | — | 3,204 | $240K | — | SOLD |
| 214 | TPLC | TIMOTHY PLAN | — | 5,126 | $240K | — | SOLD |
| 215 | PZZA | PAPA JOHNS INTL INC | Consumer Cyclical | 6,069 | $240K | — | SOLD |
| 216 | BAP | CREDICORP LTD | Financial Services | 808 | $239K | — | SOLD |
| 217 | BLKB | BLACKBAUD INC | Technology | 3,948 | $238K | — | SOLD |
| 218 | CVI | CVR ENERGY INC | Energy | 9,630 | $237K | — | SOLD |
| 219 | HSCZ | ISHARES TR | — | 5,968 | $237K | — | SOLD |
| 220 | KBWB | INVESCO EXCH TRADED FD TR II | — | 2,658 | $236K | — | 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%