Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | GIB | CGI INC | Technology | 2,527 | $235K | — | SOLD |
| 222 | PKST | PEAKSTONE REALTY TRUST | Real Estate | 16,948 | $233K | — | SOLD |
| 223 | VCV | INVESCO CALIF VALUE MUN INCO | Financial Services | 20,620 | $230K | — | SOLD |
| 224 | ATAI | ATAI BECKLEY NV | Healthcare | 57,232 | $229K | — | SOLD |
| 225 | ASTL | ALGOMA STL GROUP INC | Basic Materials | 55,000 | $228K | — | SOLD |
| 226 | SNSR | GLOBAL X FDS | — | 5,892 | $228K | — | SOLD |
| 227 | BSMR | INVESCO EXCH TRD SLF IDX FD | — | 9,622 | $228K | — | SOLD |
| 228 | FTRI | FIRST TR EXCHANGE TRADED FD | — | 13,924 | $227K | — | SOLD |
| 229 | JAJL | INNOVATOR ETFS TRUST | — | 7,761 | $226K | — | SOLD |
| 230 | NAPR | INNOVATOR ETFS TRUST | — | 4,197 | $226K | — | SOLD |
| 231 | ARLP | ALLIANCE RESOURCE PARTNERS L | Energy | 9,521 | $226K | — | SOLD |
| 232 | UVXY | PROSHARES TR II | Financial Services | 6,457 | $224K | — | SOLD |
| 233 | HROW | HARROW INC | Healthcare | 4,189 | $224K | — | SOLD |
| 234 | CRK | COMSTOCK RES INC | Energy | 9,755 | $223K | — | SOLD |
| 235 | WCLD | WISDOMTREE TR | — | 6,318 | $222K | — | SOLD |
| 236 | — | BIRKENSTOCK HOLDING PLC | — | 5,174 | $221K | — | SOLD |
| 237 | — | HILLENBRAND INC | — | 6,930 | $221K | — | SOLD |
| 238 | CSR | CENTERSPACE | Real Estate | 3,314 | $220K | — | SOLD |
| 239 | PAHC | PHIBRO ANIMAL HEALTH CORP | Healthcare | 5,519 | $218K | — | SOLD |
| 240 | HEPS | D MARKET ELECTR SVCS & TRADI | Consumer Cyclical | 80,338 | $217K | — | SOLD |
Sector Allocation
Technology
33.6%
Financial Services
16.6%
Industrials
10.5%
Healthcare
9.3%
Consumer Cyclical
8.2%
Communication Services
7.3%
Consumer Defensive
4.6%
Energy
3.8%
Utilities
2.9%
Real Estate
1.8%