Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | EGUS | ISHARES TR | — | 3,955 | $206K | — | SOLD |
| 102 | FLMB | FRANKLIN TEMPLETON ETF TR | — | 8,652 | $205K | — | SOLD |
| 103 | — | COHEN & STEERS LTD DURATION | — | 9,371 | $204K | — | SOLD |
| 104 | PDN | INVESCO EXCH TRADED FD TR II | — | 4,940 | $203K | — | SOLD |
| 105 | ANIP | ANI PHARMACEUTICALS INC | Healthcare | 2,213 | $203K | — | SOLD |
| 106 | BNTX | BIONTECH SE | Healthcare | 1,906 | $202K | — | SOLD |
| 107 | — | INTERNATIONAL BANCSHARES COR | — | 2,956 | $202K | — | SOLD |
| 108 | PGHY | INVESCO EXCH TRADED FD TR II | — | 10,041 | $200K | — | SOLD |
| 109 | — | PAYSAFE LIMITED | — | 14,822 | $188K | — | SOLD |
| 110 | NMFC | NEW MTN FIN CORP | Financial Services | 20,061 | $187K | — | SOLD |
| 111 | FXN | FIRST TR EXCHANGE TRADED FD | — | 11,345 | $186K | — | SOLD |
| 112 | AHRT | ARMADA HOFFLER PPTYS INC | Financial Services | 26,268 | $178K | — | SOLD |
| 113 | ANGI | ANGI INC | Communication Services | 12,281 | $178K | — | SOLD |
| 114 | — | CUSHMAN WAKEFIELD PLC | — | 11,461 | $174K | — | SOLD |
| 115 | LXP | LXP INDUSTRIAL TRUST | Real Estate | 18,541 | $172K | — | SOLD |
| 116 | — | STEELCASE INC | — | 10,051 | $169K | — | SOLD |
| 117 | SMPL | SIMPLY GOOD FOODS CO | Consumer Defensive | 6,717 | $163K | — | SOLD |
| 118 | ORBS | EIGHTCO HOLDINGS INC | Technology | 14,189 | $160K | — | SOLD |
| 119 | ARDT | ARDENT HEALTH INC | Healthcare | 10,607 | $155K | — | SOLD |
| 120 | NEXT | NEXTDECADE CORP | Energy | 20,222 | $150K | — | SOLD |
Sector Allocation
Technology
36.6%
Financial Services
16.9%
Industrials
9.7%
Healthcare
8.6%
Consumer Cyclical
8.4%
Communication Services
7.3%
Consumer Defensive
4.3%
Energy
3.2%
Utilities
2.4%
Basic Materials
1.3%