Abundance Wealth Counselors

CIK Number: 0001767080

459.49M
Market Value
138
# of Holdings
12 months
Avg. Holding Period
36.81%
Win Rate
11.73%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 IVV iShares Core S&...
562.36
+0.76% 200.13K -0.21% 117.81M 576.82 25.64%
2 IEFA iShares Core MS...
75.75
-0.86% 420.83K +0.16% 29.58M 56.56 6.44%
3 PCT PureCycle Techn...
6.94
-1.14% 2.7M -49.74% 27.67M 6.98 6.02%
4 IQLT iShares MSCI In...
39.70
-0.79% 538.35K -0.74% 19.98M 30.53 4.35%
5 XBI SPDR S&P Biotec...
81.18
-3.82% 184.99K +1.77% 16.66M 92.83 3.63%

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Top Wallstreet Analyst Ratings
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Up to 30 years financial history
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