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Ashleigh Swayze

@Abundance Wealth Counselors

Latest period2024 - Q3ReportedManaged Assets$483.074MTotal holdings137
Assets growth rate122.36%Assets growth rate (2-Q avg)36.19%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Abundance Wealth Counselors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Abundance Wealth Counselors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 483.074M in assets, with a quarterly growth rate of 122.36% and a 2-quarter average growth rate of 36.19%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
New Position
23.95%
$115.688M
200,563 shares@ $576.82 avg price
FDLOFidelity Covington Trust
Recent Activity
New Position
2.48%
$11.957M
194,899 shares@ $61.35 avg price
SUBIshares Tr
Recent Activity
New Position
2.26%
$10.914M
102,780 shares@ $106.19 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
1.84%
$8.871M
20,615 shares@ $430.32 avg price
VTIVanguard Index Fds
Recent Activity
New Position
1.42%
$6.823M
24,095 shares@ $283.18 avg price
IJHIshares Tr
Recent Activity
New Position
1.41%
$6.81M
109,272 shares@ $62.33 avg price
IWMIshares Tr
Recent Activity
New Position
0.99%
$4.773M
21,607 shares@ $220.91 avg price
IJRIshares Tr
Recent Activity
New Position
0.98%
$4.695M
40,142 shares@ $116.96 avg price
IBMInternational Business Machs
Recent Activity
New Position
0.71%
$3.421M
15,472 shares@ $221.11 avg price
GILDGilead Sciences Inc
Recent Activity
New Position
0.49%
$2.338M
27,886 shares@ $83.85 avg price