Portfolio (Quarterly)
Guide ↗
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
· CIK 0001632972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | WB | WEIBO CORP | Communication Services | 35,075 | $375K | 0.00% | SOLD |
| 122 | FDUS | FIDUS INVT CORP | Financial Services | 18,988 | $374K | 0.00% | SOLD |
| 123 | USEP | INNOVATOR ETFS TRUST | — | 9,348 | $369K | 0.00% | SOLD |
| 124 | ESPO | VANECK ETF TRUST | — | 3,477 | $365K | — | SOLD |
| 125 | SPH | SUBURBAN PROPANE PARTNERS L | Utilities | 19,920 | $364K | — | SOLD |
| 126 | — | INNOVATOR ETFS TRUST | — | 13,585 | $363K | — | SOLD |
| 127 | GAM | GENERAL AMERN INVS CO INC | Financial Services | 6,041 | $362K | — | SOLD |
| 128 | EFSC | ENTERPRISE FINL SVCS CORP | Financial Services | 6,552 | $360K | — | SOLD |
| 129 | SGDJ | SPROTT ETF TRUST | — | 4,000 | $360K | — | SOLD |
| 130 | HTBK | HERITAGE COMM CORP | Financial Services | 28,694 | $358K | — | SOLD |
| 131 | JHMU | JOHN HANCOCK EXCHANGE TRADED | — | 13,569 | $356K | — | SOLD |
| 132 | BMN | BLACKROCK 2037 MUNICIPAL TAR | Financial Services | 13,546 | $355K | — | SOLD |
| 133 | TMFG | RBB FD INC | — | 11,384 | $354K | — | SOLD |
| 134 | EWH | ISHARES INC | — | 15,856 | $353K | — | SOLD |
| 135 | OUSM | ALPS ETF TR | — | 7,851 | $353K | — | SOLD |
| 136 | BUL | PACER FDS TR | — | 5,931 | $339K | — | SOLD |
| 137 | AVMU | AMERICAN CENTY ETF TR | — | 7,310 | $339K | — | SOLD |
| 138 | DDS | DILLARDS INC | Consumer Cyclical | 512 | $334K | — | SOLD |
| 139 | — | INNOVATOR ETFS TRUST | — | 11,230 | $334K | — | SOLD |
| 140 | TMDX | TRANSMEDICS GROUP INC | Healthcare | 2,502 | $332K | — | 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%