Portfolio (Quarterly)
Guide ↗
Asempa Wealth Advisors
· CIK 0002099967| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | — | 11,144 | $971K | 0.84% | SOLD |
| 2 | AGG | ISHARES TR | — | 7,361 | $735K | 0.63% | SOLD |
| 3 | TMUS | T-MOBILE US INC | Communication Services | 1,382 | $281K | 0.24% | SOLD |
| 4 | XLG | INVESCO EXCHANGE TRADED FD T | — | 4,353 | $258K | 0.22% | SOLD |
| 5 | FDVV | FIDELITY COVINGTON TRUST | — | 4,151 | $235K | 0.20% | SOLD |
| 6 | XTEN | BONDBLOXX ETF TRUST | — | 4,741 | $219K | 0.19% | SOLD |
| 7 | IWN | ISHARES TR | — | 1,135 | $206K | 0.18% | SOLD |
| 8 | CGCB | CAPITAL GRP FIXED INCM ETF T | — | 7,601 | $202K | 0.17% | SOLD |
Sector Allocation
Technology
21.7%
Consumer Cyclical
19.2%
Financial Services
19.2%
Industrials
12.3%
Energy
10.0%
Communication Services
8.8%
Consumer Defensive
4.5%
Healthcare
4.3%