Abundance Wealth Counselors
CIK Number: 0001767080
477.55M
Market Value
138
# of Holdings
12 months
Avg. Holding Period
36.81%
Win Rate
11.92%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 549.35 | +2.14% | 200.13K | -0.21% | 117.81M | 576.82 | 25.64% |
| 2 | IEFA | iShares Core MS... | 77.78 | +1.28% | 420.83K | +0.16% | 29.58M | 56.56 | 6.44% |
| 3 | PCT | PureCycle Techn... | 6.86 | +8.94% | 2.7M | -49.74% | 27.67M | 6.98 | 6.02% |
| 4 | IQLT | iShares MSCI In... | 40.90 | +1.53% | 538.35K | -0.74% | 19.98M | 30.53 | 4.35% |
| 5 | XBI | SPDR S&P Biotec... | 80.91 | +2.28% | 184.99K | +1.77% | 16.66M | 92.83 | 3.63% |
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- Up to 30 years financial history
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