Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | MSTU | ETF OPPORTUNITIES TRUST | — | 100 | $831.0 | — | SOLD |
| 42 | EZBC | FRANKLIN TEMPLETON DIGITAL H | Financial Services | 13 | $658.0 | — | SOLD |
| 43 | — | PIPER SANDLER COMPANIES | — | 2 | $643.0 | — | SOLD |
| 44 | ESLT | ELBIT SYS LTD | Industrials | 1 | $578.0 | — | SOLD |
| 45 | UI | UBIQUITI INC | Technology | 1 | $554.0 | — | SOLD |
| 46 | ARWR | ARROWHEAD PHARMACEUTICALS IN | Healthcare | 8 | $532.0 | — | SOLD |
| 47 | TTMI | TTM TECHNOLOGIES INC | Technology | 7 | $483.0 | — | SOLD |
| 48 | — | CYBERARK SOFTWARE LTD | — | 1 | $447.0 | — | SOLD |
| 49 | CTRE | CARETRUST REIT INC | Real Estate | 11 | $398.0 | — | SOLD |
| 50 | ESE | ESCO TECHNOLOGIES INC | Technology | 2 | $391.0 | — | SOLD |
| 51 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 2 | $383.0 | — | SOLD |
| 52 | — | GUESS INC | — | 22 | $366.0 | — | SOLD |
| 53 | SITM | SITIME CORP | Technology | 1 | $354.0 | — | SOLD |
| 54 | MMSI | MERIT MED SYS INC | Healthcare | 4 | $353.0 | — | SOLD |
| 55 | GVA | GRANITE CONSTR INC | Industrials | 3 | $347.0 | — | SOLD |
| 56 | ENPH | ENPHASE ENERGY INC | Energy | 10 | $321.0 | — | SOLD |
| 57 | PECO | PHILLIPS EDISON & CO INC | Real Estate | 9 | $321.0 | — | SOLD |
| 58 | IDCC | INTERDIGITAL INC | Technology | 1 | $319.0 | — | SOLD |
| 59 | POWL | POWELL INDS INC | Industrials | 1 | $319.0 | — | SOLD |
| 60 | SKYW | SKYWEST INC | Industrials | 3 | $302.0 | — | 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%