Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 342 | $7K | 0.00% | SOLD |
| 42 | SCZ | ISHARES TR | — | 84 | $7K | 0.00% | SOLD |
| 43 | RBLX | ROBLOX CORP | Technology | 116 | $7K | 0.00% | SOLD |
| 44 | — | CRH PLC | — | 62 | $7K | 0.00% | SOLD |
| 45 | ARKF | ARK ETF TR | — | 171 | $7K | 0.00% | SOLD |
| 46 | BOX | BOX INC | Technology | 274 | $6K | 0.00% | SOLD |
| 47 | PBUS | INVESCO EXCH TRADED FD TR II | — | 95 | $6K | 0.00% | SOLD |
| 48 | IDLV | INVESCO EXCH TRADED FD TR II | — | 178 | $6K | 0.00% | SOLD |
| 49 | IIM | INVESCO VALUE MUN INCOME TR | Financial Services | 500 | $6K | 0.00% | SOLD |
| 50 | MMU | WESTERN ASSET MANAGED MUNS F | Financial Services | 587 | $6K | 0.00% | SOLD |
| 51 | NEA | NUVEEN AMT FREE QLTY MUN INC | Financial Services | 537 | $6K | 0.00% | SOLD |
| 52 | MYI | BLACKROCK MUNIYIELD QUALITY | Financial Services | 572 | $6K | 0.00% | SOLD |
| 53 | EEMV | ISHARES INC | — | 90 | $6K | 0.00% | SOLD |
| 54 | TLRY | TILRAY BRANDS INC | Healthcare | 891 | $6K | 0.00% | SOLD |
| 55 | AB | ALLIANCEBERNSTEIN HLDG L P | Financial Services | 150 | $6K | 0.00% | SOLD |
| 56 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 66 | $5K | 0.00% | SOLD |
| 57 | VST | VISTRA CORP | Utilities | 34 | $5K | 0.00% | SOLD |
| 58 | LITE | LUMENTUM HLDGS INC | Technology | 7 | $5K | 0.00% | SOLD |
| 59 | PPG | PPG INDS INC | Basic Materials | 45 | $5K | 0.00% | SOLD |
| 60 | RJF | RAYMOND JAMES FINL INC | Financial Services | 33 | $5K | 0.00% | 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%