Portfolio (Quarterly)
Guide ↗
Wealth Enhancement Trust Services, Inc.
· CIK 0002067696| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SAIA | SAIA INC | Industrials | 1 | $327.0 | — | SOLD |
| 42 | COIN | COINBASE GLOBAL INC | Financial Services | 1 | $226.0 | — | SOLD |
| 43 | ONON | ON HLDG AG | Consumer Cyclical | 4 | $186.0 | — | SOLD |
| 44 | ELAN | ELANCO ANIMAL HEALTH INC | Healthcare | 8 | $181.0 | — | SOLD |
| 45 | NCLH | NORWEGIAN CRUISE LINE HLDG L | Consumer Cyclical | 7 | $156.0 | — | SOLD |
| 46 | — | GAMESTOP CORP NEW | — | 7 | $141.0 | — | SOLD |
| 47 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 4 | $138.0 | — | SOLD |
| 48 | DINO | HF SINCLAIR CORP | Energy | 3 | $138.0 | — | SOLD |
| 49 | LYFT | LYFT INC | Technology | 6 | $116.0 | — | SOLD |
| 50 | CGNX | COGNEX CORP | Technology | 2 | $72.0 | — | SOLD |
| 51 | BEPC | BROOKFIELD RENEWABLE CORP | Utilities | 1 | $38.0 | — | SOLD |
Sector Allocation
Technology
30.0%
Financial Services
17.2%
Healthcare
11.1%
Communication Services
10.3%
Consumer Cyclical
8.5%
Industrials
7.7%
Consumer Defensive
6.7%
Energy
3.9%
Basic Materials
2.3%
Utilities
1.5%