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AWC
Abundance Wealth Counselors Portfolio holdings
AUM
$697M
1-Year Est. Return
23.83%
This Fund
S&P 500
1 Year Est. Return
+23.83%
AUM
$592M
AUM Growth
+$8.83M
(+1.5%)
Holding
180
Top Buys
| 1 | +$18.8M | |
| 2 | +$2.4M | |
| 3 | +$929K | |
| 4 |
Energy Transfer Partners
ET
|
+$904K |
| 5 |
J.M. Smucker
SJM
|
+$791K |
Top Sells
| 1 | +$2.11M | |
| 2 | +$1.33M | |
| 3 | +$1.26M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$564K |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$549K |
Sector Composition
| 1 | Technology | 11.03% |
| 2 | Financials | 5.04% |
| 3 | Healthcare | 5.03% |
| 4 | Industrials | 4.75% |
| 5 | Communication Services | 4.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Snowflake
SNOW
$80.7B
| – | – |
-910
|
|
||
177
Truist Financial
TFC
$64.4B
| – | – |
-46,134
|
|
||
178
Uber
UBER
$140B
| – | – |
-2,414
|
|
||
|
BRR
179
ProCap Financial Inc
BRR
$147M
| – | – |
-10,000
|
|
||
180
Public Service Enterprise Group
PEG
$39.7B
| – | – |
-2,855
|
|