Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | IETC | ISHARES U S ETF TR | — | 3,217 | $331K | — | SOLD |
| 142 | EVSM | MORGAN STANLEY ETF TRUST | — | 6,489 | $327K | — | SOLD |
| 143 | JMSB | JOHN MARSHALL BANCORP INC | Financial Services | 16,529 | $324K | — | SOLD |
| 144 | — | NEOS ETF TRUST | — | 10,083 | $323K | — | SOLD |
| 145 | ESG | FLEXSHARES TR | — | 2,005 | $322K | — | SOLD |
| 146 | DHIL | DIAMOND HILL INVT GROUP INC | Financial Services | 1,876 | $319K | — | SOLD |
| 147 | MCW | MISTER CAR WASH INC | Consumer Cyclical | 54,165 | $318K | — | SOLD |
| 148 | — | ENVIRI CORP | — | 17,420 | $317K | — | SOLD |
| 149 | GLP | GLOBAL PARTNERS LP | Energy | 7,748 | $316K | — | SOLD |
| 150 | JPEF | J P MORGAN EXCHANGE TRADED F | — | 4,197 | $316K | — | SOLD |
| 151 | KSS | KOHLS CORP | Consumer Cyclical | 14,293 | $316K | — | SOLD |
| 152 | CWAN | CLEARWATER ANALYTICS HLDGS I | Technology | 13,037 | $314K | — | SOLD |
| 153 | STKL | SUNOPTA INC | Consumer Defensive | 85,224 | $314K | — | SOLD |
| 154 | BSMU | INVESCO EXCH TRD SLF IDX FD | — | 14,189 | $314K | — | SOLD |
| 155 | EVX | VANECK ETF TRUST | — | 8,001 | $313K | — | SOLD |
| 156 | — | INDIVIOR PLC | — | 8,627 | $312K | — | SOLD |
| 157 | SPPP | SPROTT ASSET MANAGEMENT LP | Financial Services | 15,973 | $312K | — | SOLD |
| 158 | JGRW | TRUST FOR PROFESSIONAL MANAG | — | 11,400 | $311K | — | SOLD |
| 159 | FLJH | FRANKLIN TEMPLETON ETF TR | — | 7,912 | $305K | — | SOLD |
| 160 | SLVM | SYLVAMO CORP | Basic Materials | 6,393 | $304K | — | 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%