Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | CBNK | CAPITAL BANCORP INC MD | Financial Services | 10,650 | $303K | — | SOLD |
| 162 | FTXL | FIRST TR EXCHANGE TRADED FD | — | 2,100 | $303K | — | SOLD |
| 163 | SPXL | DIREXION SHS ETF TR | — | 1,316 | $303K | — | SOLD |
| 164 | IXG | ISHARES TR | — | 2,421 | $300K | — | SOLD |
| 165 | OGIG | ALPS ETF TR | — | 5,643 | $300K | — | SOLD |
| 166 | — | CLEARWAY ENERGY INC | — | 9,354 | $296K | — | SOLD |
| 167 | — | MCCORMICK & CO INC | — | 4,479 | $294K | — | SOLD |
| 168 | EMM | GLOBAL X FDS | — | 8,240 | $292K | — | SOLD |
| 169 | FXD | FIRST TR EXCHANGE TRADED FD | — | 4,108 | $291K | — | SOLD |
| 170 | VPG | VISHAY PRECISION GROUP INC | Technology | 7,014 | $290K | — | SOLD |
| 171 | IHAK | ISHARES TR | — | 5,906 | $289K | — | SOLD |
| 172 | SH | PROSHARES TR | — | 7,982 | $284K | — | SOLD |
| 173 | BJRI | BJS RESTAURANTS INC | Consumer Cyclical | 6,557 | $284K | — | SOLD |
| 174 | FOUR | SHIFT4 PMTS INC | Technology | 4,304 | $284K | — | SOLD |
| 175 | KIE | SPDR SERIES TRUST | — | 4,714 | $283K | — | SOLD |
| 176 | UOCT | INNOVATOR ETFS TRUST | — | 7,203 | $283K | — | SOLD |
| 177 | JBSS | SANFILIPPO JOHN B & SON INC | Consumer Defensive | 4,047 | $283K | — | SOLD |
| 178 | NNE | NANO NUCLEAR ENERGY INC | Industrials | 8,751 | $279K | — | SOLD |
| 179 | TPHD | TIMOTHY PLAN | — | 7,120 | $279K | — | SOLD |
| 180 | — | CALAMOS ETF TR | — | 10,212 | $278K | — | 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%