Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | — | SOMNIGROUP INTERNATIONAL INC | — | 3 | $227.0 | — | SOLD |
| 182 | BKU | BANKUNITED INC | Financial Services | 5 | $226.0 | — | SOLD |
| 183 | INDB | INDEPENDENT BK CORP MASS | Financial Services | 3 | $226.0 | — | SOLD |
| 184 | NICE | NICE LTD | Technology | 2 | $221.0 | — | SOLD |
| 185 | FSS | FEDERAL SIGNAL CORP | Industrials | 2 | $217.0 | — | SOLD |
| 186 | AKR | ACADIA RLTY TR | Real Estate | 11 | $211.0 | — | SOLD |
| 187 | DORM | DORMAN PRODS INC | Consumer Cyclical | 2 | $209.0 | — | SOLD |
| 188 | SUPN | SUPERNUS PHARMACEUTICALS | Healthcare | 4 | $207.0 | — | SOLD |
| 189 | LFST | LIFESTANCE HEALTH GROUP INC | Healthcare | 32 | $206.0 | — | SOLD |
| 190 | TAK | TAKEDA PHARMACEUTICAL CO LTD | Healthcare | 11 | $204.0 | — | SOLD |
| 191 | VIAV | VIAVI SOLUTIONS INC | Technology | 6 | $200.0 | — | SOLD |
| 192 | ABG | ASBURY AUTOMOTIVE GROUP INC | Consumer Cyclical | 1 | $196.0 | — | SOLD |
| 193 | CALX | CALIX INC | Technology | 4 | $196.0 | — | SOLD |
| 194 | VKTX | VIKING THERAPEUTICS INC | Healthcare | 6 | $196.0 | — | SOLD |
| 195 | MWA | MUELLER WTR PRODS INC | Industrials | 7 | $193.0 | — | SOLD |
| 196 | MKL | MARKEL GROUP INC | Financial Services | — | $192.0 | — | SOLD |
| 197 | PJT | PJT PARTNERS INC | Financial Services | 1 | $186.0 | — | SOLD |
| 198 | FELE | FRANKLIN ELEC INC | Industrials | 2 | $185.0 | — | SOLD |
| 199 | FRPT | FRESHPET INC | Consumer Defensive | 3 | $177.0 | — | SOLD |
| 200 | PNNT | PENNANTPARK INVT CORP | Financial Services | 39 | $177.0 | — | SOLD |
Sector Allocation
Technology
37.1%
Financial Services
26.2%
Consumer Cyclical
13.4%
Communication Services
6.4%
Industrials
4.6%
Energy
4.2%
Healthcare
2.8%
Utilities
2.1%
Consumer Defensive
1.6%
Real Estate
0.8%