Portfolio (Quarterly)
Guide ↗
PLANWISER FINANCIAL, LLC
· CIK 0002043741| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BKLN | INVESCO EXCH TRADED FD TR II | — | 141,534 | $3.0M | 2.35% | SOLD |
| 2 | XLY | SELECT SECTOR SPDR TR | — | 10,405 | $2.5M | 2.00% | SOLD |
| 3 | EWJ | ISHARES INC | — | 15,483 | $1.3M | 1.03% | SOLD |
| 4 | EWQ | ISHARES INC | — | 26,615 | $1.2M | 0.93% | SOLD |
| 5 | FDHY | FIDELITY COVINGTON TRUST | — | 20,560 | $1.0M | 0.80% | SOLD |
| 6 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 20,582 | $943K | 0.75% | SOLD |
Sector Allocation
Financial Services
55.4%
Healthcare
44.6%