Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | — | TEGNA INC | — | 9 | $175.0 | — | SOLD |
| 102 | CWT | CALIFORNIA WTR SVC GROUP | Utilities | 4 | $174.0 | — | SOLD |
| 103 | — | DYNAVAX TECHNOLOGIES CORP | — | 11 | $170.0 | — | SOLD |
| 104 | EXTR | EXTREME NETWORKS | Technology | 10 | $167.0 | — | SOLD |
| 105 | BL | BLACKLINE INC | Technology | 3 | $166.0 | — | SOLD |
| 106 | EDU | NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 3 | $166.0 | — | SOLD |
| 107 | LEG | LEGGETT & PLATT INC | Consumer Cyclical | 15 | $165.0 | — | SOLD |
| 108 | STRA | STRATEGIC ED INC | Consumer Defensive | 2 | $161.0 | — | SOLD |
| 109 | — | HILLENBRAND INC | — | 5 | $159.0 | — | SOLD |
| 110 | SCSC | SCANSOURCE INC | Technology | 4 | $157.0 | — | SOLD |
| 111 | HAYW | HAYWARD HLDGS INC | Industrials | 10 | $155.0 | — | SOLD |
| 112 | CSGS | CSG SYS INTL INC | Technology | 2 | $154.0 | — | SOLD |
| 113 | MGY | MAGNOLIA OIL & GAS CORP | Energy | 7 | $154.0 | — | SOLD |
| 114 | EPAC | ENERPAC TOOL GROUP CORP | Industrials | 4 | $153.0 | — | SOLD |
| 115 | STC | STEWART INFORMATION SVCS COR | Financial Services | 2 | $141.0 | — | SOLD |
| 116 | SUZ | SUZANO S A | Basic Materials | 15 | $141.0 | — | SOLD |
| 117 | WKC | WORLD KINECT CORPORATION | Energy | 6 | $141.0 | — | SOLD |
| 118 | GDS | GDS HLDGS LTD | Technology | 4 | $140.0 | — | SOLD |
| 119 | STAA | STAAR SURGICAL CO | Healthcare | 6 | $139.0 | — | SOLD |
| 120 | — | CORE LABORATORIES INC | — | 8 | $129.0 | — | 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%