Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 301 | — | DENNYS CORP | — | 14,544 | $90K | — | SOLD |
| 302 | UDMY | UDEMY INC | Consumer Defensive | 15,588 | $89K | — | SOLD |
| 303 | OPP | RIVERNORTH DOUBLELINE STRATE | Financial Services | 10,995 | $88K | — | SOLD |
| 304 | PHK | PIMCO HIGH INCOME FD | Financial Services | 17,379 | $86K | — | SOLD |
| 305 | EOD | ALLSPRING GLOBAL DIVIDEND OP | Financial Services | 14,200 | $84K | — | SOLD |
| 306 | ASG | LIBERTY ALL-STAR GROWTH FD I | Financial Services | 14,498 | $79K | — | SOLD |
| 307 | — | FUBOTV INC | — | 30,511 | $76K | — | SOLD |
| 308 | AEF | ABRDN EMERGING MARKETS EX CH | Financial Services | 10,067 | $74K | — | SOLD |
| 309 | — | VIZSLA SILVER CORP | — | 11,076 | $65K | — | SOLD |
| 310 | FUTU | FUTU HLDGS LTD | Financial Services | 342 | $61K | — | SOLD |
| 311 | EWCZ | EUROPEAN WAX CTR INC | Consumer Defensive | 15,028 | $60K | — | SOLD |
| 312 | HIX | WESTERN ASSET HIGH INCOM FD | Financial Services | 13,827 | $58K | — | SOLD |
| 313 | HYPR | HYPERFINE INC | Healthcare | 56,625 | $58K | — | SOLD |
| 314 | CVU | CPI AEROSTRUCTURES INC | Industrials | 13,350 | $56K | — | SOLD |
| 315 | SRTS | SENSUS HEALTHCARE INC | Healthcare | 12,078 | $54K | — | SOLD |
| 316 | — | INTEGRA RES CORP | — | 12,933 | $53K | — | SOLD |
| 317 | — | CANOPY GROWTH CORP | — | 27,345 | $32K | — | SOLD |
| 318 | CAN | CANAAN INC | Technology | 38,366 | $31K | — | SOLD |
| 319 | — | FIRSTENERGY CORP | — | 27,000 | $27K | — | SOLD |
| 320 | ZONE | CLEANCORE SOLUTIONS INC | Industrials | 79,693 | $27K | — | 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%