Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | ETF OPPORTUNITIES TRUST | — | 100 | $5K | 0.00% | SOLD |
| 22 | SGOV | ISHARES TR | — | 50 | $5K | 0.00% | SOLD |
| 23 | MUU | DIREXION SHS ETF TR | — | 50 | $5K | 0.00% | SOLD |
| 24 | EES | WISDOMTREE TR | — | 84 | $5K | 0.00% | SOLD |
| 25 | IAU | ISHARES GOLD TR | Financial Services | 57 | $5K | 0.00% | SOLD |
| 26 | — | AMCOR PLC | — | 474 | $4K | 0.00% | SOLD |
| 27 | BEAT | HEARTBEAM INC | Healthcare | 1,600 | $4K | 0.00% | SOLD |
| 28 | RY | ROYAL BK CDA | Financial Services | 22 | $4K | 0.00% | SOLD |
| 29 | OHI | OMEGA HEALTHCARE INVS INC | Real Estate | 79 | $4K | 0.00% | SOLD |
| 30 | EPAM | EPAM SYS INC | Technology | 16 | $3K | 0.00% | SOLD |
| 31 | DEM | WISDOMTREE TR | — | 69 | $3K | 0.00% | SOLD |
| 32 | IYR | ISHARES TR | — | 34 | $3K | 0.00% | SOLD |
| 33 | APLD | APPLIED DIGITAL CORP | Technology | 100 | $2K | 0.00% | SOLD |
| 34 | — | EXACT SCIENCES CORP | — | 24 | $2K | 0.00% | SOLD |
| 35 | PAYC | PAYCOM SOFTWARE INC | Technology | 15 | $2K | 0.00% | SOLD |
| 36 | — | CANADIAN PACIFIC KANSAS CITY | — | 29 | $2K | 0.00% | SOLD |
| 37 | RVTY | REVVITY INC | Healthcare | 18 | $2K | — | SOLD |
| 38 | CHWY | CHEWY INC | Consumer Cyclical | 38 | $1K | — | SOLD |
| 39 | LCID | LUCID GROUP INC | Consumer Cyclical | 100 | $1K | — | SOLD |
| 40 | JFB | JFB CONSTR HLDGS | Real Estate | 70 | $1K | — | SOLD |
Sector Allocation
Technology
32.8%
Financial Services
26.0%
Consumer Cyclical
14.1%
Communication Services
6.9%
Energy
5.2%
Industrials
4.6%
Healthcare
3.7%
Consumer Defensive
2.4%
Utilities
2.3%
Real Estate
1.0%