AWC

Abundance Wealth Counselors Portfolio holdings

AUM $583M
1-Year Est. Return 21.91%
This Quarter Est. Return
1 Year Est. Return
+21.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.04M
3
+$298K
4
INTC icon
Intel
INTC
+$286K
5
GILD icon
Gilead Sciences
GILD
+$255K

Top Sells

1
+$16M
2
+$15.1M
3
+$3.74M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.41M
5
ENB icon
Enbridge
ENB
+$627K

Sector Composition

1 Technology 4.85%
2 Financials 2.97%
3 Healthcare 2.94%
4 Communication Services 2.38%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
+69
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$4K ﹤0.01%
+100
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+30
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$3K ﹤0.01%
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+36
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$3K ﹤0.01%
+102
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+40
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$3K ﹤0.01%
+25
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$3K ﹤0.01%
+100
321
$3K ﹤0.01%
+106
322
$2K ﹤0.01%
+100
323
$2K ﹤0.01%
+100
324
$2K ﹤0.01%
+20
325
$2K ﹤0.01%
+9
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