AWC
Abundance Wealth Counselors Portfolio holdings
AUM
$697M
1-Year Est. Return
23.83%
This Fund
S&P 500
1 Year Est. Return
+23.83%
AUM
$697M
AUM Growth
+$105M
(+18%)
Holding
253
Top Buys
| 1 | +$56M | |
| 2 | +$17.4M | |
| 3 | +$3.46M | |
| 4 |
Apple
AAPL
|
+$2.41M |
| 5 |
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
|
+$2.12M |
Top Sells
| 1 | +$2.07M | |
| 2 | +$1.95M | |
| 3 | +$1.69M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.22M |
| 5 |
HOLX
Hologic
HOLX
|
+$901K |
Sector Composition
| 1 | Technology | 10.33% |
| 2 | Industrials | 9.52% |
| 3 | Financials | 4.89% |
| 4 | Healthcare | 4.63% |
| 5 | Communication Services | 3.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Shopify
SHOP
$152B
| – | – |
-2,010
|
|
||
252
Spotify
SPOT
$103B
| – | – |
-400
|
|
||
253
Wells Fargo
WFC
$243B
| – | – |
-3,680
|
|