Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | BIL | SPDR SERIES TRUST | — | 4 | $367.0 | — | SOLD |
| 162 | FNB | F N B CORP | Financial Services | 21 | $356.0 | — | SOLD |
| 163 | DOCN | DIGITALOCEAN HLDGS INC | Technology | 4 | $344.0 | — | SOLD |
| 164 | NET | CLOUDFLARE INC | Technology | 2 | $343.0 | — | SOLD |
| 165 | ABCB | AMERIS BANCORP | Financial Services | 4 | $312.0 | — | SOLD |
| 166 | FDIS | FIDELITY COVINGTON TRUST | — | 3 | $310.0 | — | SOLD |
| 167 | SMTC | SEMTECH CORP | Technology | 4 | $308.0 | — | SOLD |
| 168 | WYNN | WYNN RESORTS LTD | Consumer Cyclical | 3 | $305.0 | — | SOLD |
| 169 | BEN | FRANKLIN RESOURCES INC | Financial Services | 12 | $287.0 | — | SOLD |
| 170 | MAC | MACERICH CO | Real Estate | 15 | $284.0 | — | SOLD |
| 171 | CRC | CALIFORNIA RES CORP | Energy | 4 | $277.0 | — | SOLD |
| 172 | — | AIR LEASE CORP | — | 4 | $260.0 | — | SOLD |
| 173 | SXT | SENSIENT TECHNOLOGIES CORP | Basic Materials | 3 | $260.0 | — | SOLD |
| 174 | AX | AXOS FINANCIAL INC | Financial Services | 3 | $256.0 | — | SOLD |
| 175 | — | SEALED AIR CORP NEW | — | 6 | $253.0 | — | SOLD |
| 176 | UNF | UNIFIRST CORP MASS | Industrials | 1 | $252.0 | — | SOLD |
| 177 | NNDM | NANO DIMENSION LTD | Technology | 142 | $242.0 | — | SOLD |
| 178 | — | LIBERTY MEDIA CORP DEL | — | 3 | $237.0 | — | SOLD |
| 179 | RL | RALPH LAUREN CORP | Consumer Cyclical | 1 | $234.0 | — | SOLD |
| 180 | CNK | CINEMARK HLDGS INC | Communication Services | 8 | $229.0 | — | 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%