Portfolio (Quarterly)
Guide ↗
Acumen Wealth Advisors, LLC
· CIK 0001939202| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | CLH | CLEAN HARBORS INC | Industrials | 1 | $235.0 | — | SOLD |
| 142 | ARKG | ARK ETF TR | — | 8 | $232.0 | — | SOLD |
| 143 | NTRA | NATERA INC | Healthcare | 1 | $230.0 | — | SOLD |
| 144 | COCO | VITA COCO CO INC | Consumer Defensive | 4 | $213.0 | — | SOLD |
| 145 | ODFL | OLD DOMINION FREIGHT LINE IN | Industrials | 1 | $157.0 | — | SOLD |
| 146 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 3 | $146.0 | — | SOLD |
| 147 | VKTX | VIKING THERAPEUTICS INC | Healthcare | 4 | $141.0 | — | SOLD |
| 148 | — | BLOCK INC | — | 2 | $131.0 | — | SOLD |
| 149 | ARKX | ARK ETF TR | — | 4 | $116.0 | — | SOLD |
| 150 | ARKQ | ARK ETF TR | — | 1 | $115.0 | — | SOLD |
| 151 | UFO | PROCURE ETF TRUST II | — | 2 | $78.0 | — | SOLD |
| 152 | F | FORD MTR CO | Consumer Cyclical | 5 | $66.0 | — | SOLD |
| 153 | ALL | ALLSTATE CORP | Financial Services | — | $54.0 | — | SOLD |
| 154 | GDOT | GREEN DOT CORP | Financial Services | 4 | $52.0 | — | SOLD |
| 155 | UTZ | UTZ BRANDS INC | Consumer Defensive | — | $34.0 | — | SOLD |
| 156 | O | REALTY INCOME CORP | Real Estate | — | $25.0 | — | SOLD |
| 157 | AAL | AMERICAN AIRLS GROUP INC | Industrials | 1 | $16.0 | — | SOLD |
| 158 | RCAT | RED CAT HLDGS INC | Technology | 1 | $8.0 | — | 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%