Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | FPEI | FIRST TR EXCH TRADED FD III | — | 21,809 | $424K | 0.00% | SOLD |
| 102 | SRVR | PACER FDS TR | — | 13,858 | $410K | 0.00% | SOLD |
| 103 | GDS | GDS HLDGS LTD | Technology | 10,809 | $407K | 0.00% | SOLD |
| 104 | FFIC | FLUSHING FINL CORP | Financial Services | 27,398 | $405K | 0.00% | SOLD |
| 105 | DLB | DOLBY LABORATORIES INC | Technology | 6,212 | $402K | 0.00% | SOLD |
| 106 | BBH | VANECK ETF TRUST | — | 2,060 | $401K | 0.00% | SOLD |
| 107 | PALL | ABRDN PALLADIUM ETF TRUST | Financial Services | 2,424 | $401K | 0.00% | SOLD |
| 108 | — | STRATEGY INC | — | 4,832 | $400K | 0.00% | SOLD |
| 109 | CABO | CABLE ONE INC | Communication Services | 3,836 | $399K | 0.00% | SOLD |
| 110 | BSMT | INVESCO EXCH TRD SLF IDX FD | — | 16,949 | $394K | 0.00% | SOLD |
| 111 | FLKR | FRANKLIN TEMPLETON ETF TR | — | 11,180 | $394K | 0.00% | SOLD |
| 112 | PTH | INVESCO EXCHANGE TRADED FD T | — | 7,920 | $391K | 0.00% | SOLD |
| 113 | VTWG | VANGUARD SCOTTSDALE FDS | — | 1,585 | $391K | 0.00% | SOLD |
| 114 | — | FIRST TR EXCH TRADED FD III | — | 17,603 | $390K | 0.00% | SOLD |
| 115 | TCBX | THIRD COAST BANCSHARES INC | Financial Services | 10,152 | $390K | 0.00% | SOLD |
| 116 | SMMT | SUMMIT THERAPEUTICS INC | Healthcare | 20,875 | $390K | 0.00% | SOLD |
| 117 | MAXI | SIMPLIFY EXCHANGE TRADED FUN | — | 24,403 | $384K | 0.00% | SOLD |
| 118 | PBE | INVESCO EXCHANGE TRADED FD T | — | 4,562 | $383K | 0.00% | SOLD |
| 119 | DBEU | DBX ETF TR | — | 7,700 | $379K | 0.00% | SOLD |
| 120 | BANC | BANC OF CALIFORNIA INC | Financial Services | 18,711 | $376K | 0.00% | 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%