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
$193M
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$760K
2
+$244K
3
+$223K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$45.8K
5
TSLA icon
Tesla
TSLA
+$37.2K

Top Sells

1
+$92.8M
2
+$14.9M
3
+$11M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.5M
5
AAPL icon
Apple
AAPL
+$9.64M

Sector Composition

1 Industrials 36.61%
2 Technology 7.14%
3 Communication Services 5.62%
4 Healthcare 4.61%
5 Financials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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