Portfolio (Quarterly)
Guide ↗
Acumen Wealth Advisors, LLC
· CIK 0001939202| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | YELP | YELP INC | Communication Services | 263 | $8K | 0.00% | SOLD |
| 42 | WEC | WEC ENERGY GROUP INC | Utilities | 69 | $7K | 0.00% | SOLD |
| 43 | FUTU | FUTU HLDGS LTD | Financial Services | 44 | $7K | 0.00% | SOLD |
| 44 | BRO | BROWN & BROWN INC | Financial Services | 90 | $7K | 0.00% | SOLD |
| 45 | CUK | CARNIVAL PLC | Consumer Cyclical | 215 | $7K | 0.00% | SOLD |
| 46 | ESLT | ELBIT SYS LTD | Industrials | 11 | $6K | 0.00% | SOLD |
| 47 | PEGA | PEGASYSTEMS INC | Technology | 104 | $6K | 0.00% | SOLD |
| 48 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 73 | $6K | 0.00% | SOLD |
| 49 | ARKF | ARK ETF TR | — | 125 | $6K | 0.00% | SOLD |
| 50 | — | CYBERARK SOFTWARE LTD | — | 13 | $6K | 0.00% | SOLD |
| 51 | LTM | LATAM AIRLINES GROUP SA | Industrials | 104 | $6K | 0.00% | SOLD |
| 52 | VLTO | VERALTO CORP | Industrials | 56 | $6K | 0.00% | SOLD |
| 53 | EDU | NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 94 | $5K | 0.00% | SOLD |
| 54 | — | EMBOTELLADORA ANDINA S A | — | 184 | $5K | 0.00% | SOLD |
| 55 | TCOM | TRIP COM GROUP LTD | Consumer Cyclical | 71 | $5K | 0.00% | SOLD |
| 56 | OMAB | GRUPO AEROPORTUARIO DEL CENT | Industrials | 46 | $5K | 0.00% | SOLD |
| 57 | — | APTIV PLC | — | 65 | $5K | 0.00% | SOLD |
| 58 | BLCN | SIREN ETF TR | — | 204 | $5K | 0.00% | SOLD |
| 59 | ENB | ENBRIDGE INC | Energy | 102 | $5K | 0.00% | SOLD |
| 60 | MBLY | MOBILEYE GLOBAL INC | Consumer Cyclical | 429 | $4K | 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%