AWC

Abundance Wealth Counselors Portfolio holdings

AUM $534M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$10.4M
3
+$9.42M
4
AAPL icon
Apple
AAPL
+$9.39M
5
MSFT icon
Microsoft
MSFT
+$6.28M

Top Sells

1
+$7.12M
2
+$4.39M
3
+$763K
4
UNH icon
UnitedHealth
UNH
+$423K
5
NEE icon
NextEra Energy
NEE
+$354K

Sector Composition

1 Technology 11.45%
2 Industrials 11.15%
3 Healthcare 5.7%
4 Financials 3.8%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.64%
68,830
+2,864
27
$2.05M 0.58%
+12,145
28
$1.98M 0.56%
4,545
-131
29
$1.92M 0.55%
8,340
-137
30
$1.88M 0.54%
+25,097
31
$1.85M 0.53%
+15,082
32
$1.84M 0.52%
+11,549
33
$1.78M 0.51%
5,919
-518
34
$1.68M 0.48%
+3,468
35
$1.6M 0.46%
21,890
+700
36
$1.55M 0.44%
+3,062
37
$1.53M 0.44%
14,482
+121
38
$1.52M 0.44%
+9,790
39
$1.5M 0.43%
+7,651
40
$1.5M 0.43%
+25,829
41
$1.45M 0.41%
+116,544
42
$1.43M 0.41%
5,714
+161
43
$1.4M 0.4%
+12,362
44
$1.38M 0.39%
+38,823
45
$1.38M 0.39%
+6,621
46
$1.37M 0.39%
7,342
-141
47
$1.3M 0.37%
+8,290
48
$1.29M 0.37%
3,422
-345
49
$1.27M 0.36%
2,486
-55
50
$1.26M 0.36%
+8,626
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