Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 861 | INFY | INFOSYS LTD | Technology | 99.0 | $2K | — | NEW | — | $17.83 | -35.6% |
| 862 | FERG | FERGUSON ENTERPRISES INC | Industrials | 8.0 | $2K | — | NEW | — | $219.12 | +5.9% |
| 863 | SMCI | SUPER MICRO COMPUTER INC | Technology | 60.0 | $2K | — | NEW | — | $29.20 | -17.2% |
| 864 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 61.0 | $2K | — | NEW | — | $28.72 | -6.4% |
| 865 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 17.0 | $2K | — | NEW | — | $102.94 | -27.9% |
| 866 | RVTY | REVVITY INC | Healthcare | 18.0 | $2K | — | NEW | — | $96.78 | +13.8% |
| 867 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 4.0 | $2K | — | NEW | — | $432.50 | -38.2% |
| 868 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 6.0 | $2K | — | NEW | — | $287.33 | +44.7% |
| 869 | DUHP | DIMENSIONAL ETF TRUST | — | 45.0 | $2K | — | NEW | — | $38.13 | +8.4% |
| 870 | EZET | FRANKLIN ETHEREUM TR | Financial Services | 74.0 | $2K | — | NEW | — | $22.53 | -37.9% |
| 871 | MRNA | MODERNA INC | Healthcare | 55.0 | $2K | — | NEW | — | $29.49 | +109.6% |
| 872 | CHT | CHUNGHWA TELECOM CO LTD | Communication Services | 38.0 | $2K | — | NEW | — | $41.71 | +1.7% |
| 873 | DTE | DTE ENERGY CO | Utilities | 12.0 | $2K | — | NEW | — | $129.00 | +14.9% |
| 874 | WF | WOORI FINL GROUP INC | Financial Services | 26.0 | $2K | — | NEW | — | $58.81 | +6.2% |
| 875 | SKM | SK TELECOM CO LTD | Communication Services | 74.0 | $2K | — | NEW | — | $20.54 | +49.1% |
| 876 | RDY | DR REDDYS LABS LTD | Healthcare | 108.0 | $2K | — | NEW | — | $14.05 | -10.3% |
| 877 | SHG | SHINHAN FINANCIAL GROUP CO L | Financial Services | 28.0 | $2K | — | NEW | — | $53.64 | +31.9% |
| 878 | WIT | WIPRO LTD | Technology | 528.0 | $2K | — | NEW | — | $2.84 | -34.5% |
| 879 | NCLH | NORWEGIAN CRUISE LINE HLDG L | Consumer Cyclical | 66.0 | $1K | — | NEW | — | $22.41 | -13.2% |
| 880 | FLGT | FULGENT GENETICS INC | Healthcare | 56.0 | $1K | — | NEW | — | $26.29 | -23.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.6%
Financial Services
25.5%
Consumer Cyclical
15.9%
Communication Services
6.9%
Industrials
4.1%
Energy
3.8%
Healthcare
3.4%
Consumer Defensive
2.3%
Utilities
1.8%
Real Estate
0.9%