Portfolio (Quarterly)
Guide ↗
Concentrum Wealth Management
· CIK 0001765387| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | — | 14,544 | $727K | 0.20% | SOLD |
| 2 | GIS | GENERAL MLS INC COM | Consumer Defensive | 5,432 | $253K | 0.07% | SOLD |
| 3 | INTU | INTUIT COM | Technology | 363 | $240K | 0.07% | SOLD |
| 4 | QCOM | QUALCOMM INC COM | Technology | 1,310 | $224K | 0.06% | SOLD |
| 5 | RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | — | 5,000 | $204K | 0.06% | SOLD |
| 6 | — | AMC ENTMT HLDGS INC CL A NEW | — | 98,000 | $153K | 0.04% | SOLD |
Sector Allocation
Technology
47.2%
Communication Services
31.4%
Financial Services
10.3%
Consumer Cyclical
6.3%
Consumer Defensive
1.9%
Healthcare
1.6%
Industrials
0.6%
Energy
0.5%
Utilities
0.2%