Portfolio (Quarterly)
Guide ↗
Acumen Wealth Advisors, LLC
· CIK 0001939202| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | MFC | MANULIFE FINL CORP | Financial Services | 169.0 | $6K | 0.00% | NEW | — | $34.44 | +25.3% |
| 62 | KT | KT CORP | Communication Services | 270.0 | $6K | 0.00% | NEW | — | $21.45 | -10.4% |
| 63 | XLG | INVESCO EXCHANGE TRADED FD T | — | 103.0 | $6K | 0.00% | NEW | — | $54.55 | +13.8% |
| 64 | BAP | CREDICORP LTD | Financial Services | 16.0 | $5K | 0.00% | NEW | — | $339.19 | +13.0% |
| 65 | XLC | SELECT SECTOR SPDR TR | — | 40.0 | $4K | 0.00% | NEW | — | $110.88 | +2.1% |
| 66 | ARKB | ARK 21SHARES BITCOIN ETF | Financial Services | 172.0 | $4K | 0.00% | NEW | — | $22.49 | +16.3% |
| 67 | VO | VANGUARD INDEX FDS | — | 7.0 | $2K | 0.00% | NEW | — | $287.29 | -71.2% |
| 68 | OKLO | OKLO INC | Utilities | 32.0 | $2K | — | NEW | — | $49.59 | -10.7% |
| 69 | IWF | ISHARES TR | — | 3.0 | $1K | — | NEW | — | $426.67 | -71.4% |
| 70 | VUSB | VANGUARD BD INDEX FDS | — | 21.0 | $1K | — | NEW | — | $49.81 | -0.1% |
| 71 | SG | SWEETGREEN INC | Consumer Cyclical | 29.0 | $151.0 | — | NEW | — | $5.21 | +32.5% |
| 72 | — | WORKHORSE GROUP INC | — | 1.0 | $4.0 | — | NEW | — | $4.00 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
37.0%
Healthcare
20.4%
Communication Services
11.3%
Consumer Cyclical
9.3%
Financial Services
9.1%
Industrials
4.4%
Consumer Defensive
4.1%
Utilities
1.5%
Energy
1.4%
Basic Materials
0.9%