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
$329M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$8.81M
3 +$1.47M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.39M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M

Sector Composition

1 Technology 3.75%
2 Financials 1.93%
3 Healthcare 1.85%
4 Communication Services 1.77%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$117K 0.04%
10,861
-850
77
$111K 0.03%
1,898
78
-509,599