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
$272M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$48.9M
3
+$29.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$20.4M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 0.35%
2 Technology 0.34%
3 Utilities 0.21%
4 Communication Services 0.13%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$108K 0.04%
+1,898
27
$4K ﹤0.01%
+2,500
1
2