Portfolio (Quarterly)
Guide ↗
Acumen Wealth Advisors, LLC
· CIK 0001939202| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | RTX CORPORATION | — | 6,470 | $1.2M | 0.34% | SOLD |
| 2 | — | TRAVELERS COMPANIES INC | — | 631 | $184K | 0.05% | SOLD |
| 3 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 861 | $46K | 0.01% | SOLD |
| 4 | FNDF | SCHWAB STRATEGIC TR | — | 752 | $37K | 0.01% | SOLD |
| 5 | NET | CLOUDFLARE INC | Technology | 105 | $22K | 0.01% | SOLD |
| 6 | — | ISHARES TR | — | 340 | $16K | 0.00% | SOLD |
| 7 | — | BARCLAYS PLC | — | 687 | $15K | 0.00% | SOLD |
| 8 | — | PROGYNY INC | — | 806 | $14K | 0.00% | SOLD |
| 9 | — | SOUTHSTATE BK CORP | — | 145 | $13K | 0.00% | SOLD |
| 10 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 200 | $12K | 0.00% | SOLD |
| 11 | XPRO | EXPRO GROUP HOLDINGS NV | Energy | 687 | $12K | 0.00% | SOLD |
| 12 | SFM | SPROUTS FMRS MKT INC | Consumer Defensive | 149 | $11K | 0.00% | SOLD |
| 13 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 250 | $11K | 0.00% | SOLD |
| 14 | PNR | PENTAIR PLC | Industrials | 113 | $10K | 0.00% | SOLD |
| 15 | — | IRIDIUM COMMUNICATIONS INC | — | 348 | $10K | 0.00% | SOLD |
| 16 | FEGE | RBB FUND TRUST | — | 190 | $9K | 0.00% | SOLD |
| 17 | EXLS | EXLSERVICE HLDGS INC | Technology | 252 | $8K | 0.00% | SOLD |
| 18 | DLR | DIGITAL RLTY TR INC | Real Estate | 41 | $7K | 0.00% | SOLD |
| 19 | WGMI | VALKYRIE ETF TRUST II | — | 210 | $7K | 0.00% | SOLD |
| 20 | — | VALE S A | — | 449 | $7K | 0.00% | SOLD |
Sector Allocation
Technology
43.6%
Healthcare
9.5%
Consumer Cyclical
9.5%
Communication Services
9.0%
Financial Services
8.7%
Industrials
7.8%
Consumer Defensive
3.5%
Utilities
3.1%
Energy
2.4%
Basic Materials
1.7%