Portfolio (Quarterly)
Guide ↗
Acumen Wealth Advisors, LLC
· CIK 0001939202| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | URI | UNITED RENTALS INC | Industrials | 20 | $16K | 0.01% | SOLD |
| 22 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 47 | $15K | 0.00% | SOLD |
| 23 | — | SYNOVUS FINL CORP | — | 301 | $15K | 0.00% | SOLD |
| 24 | ZTS | ZOETIS INC | Healthcare | 112 | $14K | 0.00% | SOLD |
| 25 | CVNA | CARVANA CO | Consumer Cyclical | 32 | $14K | 0.00% | SOLD |
| 26 | ITGR | INTEGER HLDGS CORP | Healthcare | 165 | $13K | 0.00% | SOLD |
| 27 | ICOP | ISHARES TR | — | 285 | $13K | 0.00% | SOLD |
| 28 | NMRK | NEWMARK GROUP INC | Real Estate | 700 | $12K | 0.00% | SOLD |
| 29 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 59 | $11K | 0.00% | SOLD |
| 30 | FIVN | FIVE9 INC | Technology | 540 | $11K | 0.00% | SOLD |
| 31 | PGNY | PROGYNY INC | Healthcare | 410 | $11K | 0.00% | SOLD |
| 32 | SNY | SANOFI SA | Healthcare | 216 | $10K | 0.00% | SOLD |
| 33 | — | NATWEST GROUP PLC | — | 598 | $10K | 0.00% | SOLD |
| 34 | H | HYATT HOTELS CORP | Consumer Cyclical | 65 | $10K | 0.00% | SOLD |
| 35 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 5 | $10K | 0.00% | SOLD |
| 36 | HNI | HNI CORP | Industrials | 237 | $10K | 0.00% | SOLD |
| 37 | PNTG | PENNANT GROUP INC | Healthcare | 331 | $9K | 0.00% | SOLD |
| 38 | PANW | PALO ALTO NETWORKS INC | Technology | 47 | $9K | 0.00% | SOLD |
| 39 | CXM | SPRINKLR INC | Technology | 1,089 | $8K | 0.00% | SOLD |
| 40 | LRN | STRIDE INC | Consumer Defensive | 130 | $8K | 0.00% | SOLD |
Sector Allocation
Technology
36.8%
Healthcare
20.3%
Communication Services
11.8%
Consumer Cyclical
9.3%
Financial Services
9.0%
Industrials
4.4%
Consumer Defensive
4.0%
Utilities
1.5%
Energy
1.4%
Basic Materials
0.9%