Portfolio (Quarterly)
Guide ↗
Dynamic Wealth Strategies, LLC
· CIK 0001812853| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | CUSHMAN WAKEFIELD PLC | — | 733 | $12K | 0.01% | SOLD |
| 2 | — | KELLANOVA | — | 100 | $8K | 0.01% | SOLD |
| 3 | — | EXACT SCIENCES CORP | — | 112 | $6K | 0.00% | SOLD |
| 4 | OEF | ISHARES TR | — | 18 | $6K | 0.00% | SOLD |
| 5 | VTWO | VANGUARD SCOTTSDALE FDS | — | 32 | $3K | 0.00% | SOLD |
| 6 | — | BLACKROCK ETF TRUST II | — | 57 | $3K | 0.00% | SOLD |
| 7 | SCZ | ISHARES TR | — | 36 | $3K | 0.00% | SOLD |
| 8 | FTRE | FORTREA HLDGS INC | Healthcare | 40 | $337.0 | — | SOLD |
| 9 | AMTM | AMENTUM HOLDINGS INC | Industrials | 1 | $24.0 | — | SOLD |
| 10 | — | APARTMENT INVT & MGMT CO | — | — | — | — | SOLD |
Sector Allocation
Technology
29.3%
Financial Services
15.4%
Communication Services
11.2%
Healthcare
10.4%
Consumer Cyclical
10.2%
Industrials
7.4%
Consumer Defensive
5.7%
Real Estate
3.6%
Energy
3.4%
Utilities
2.5%