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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
EQTEqt Corp
Recent Activity
Exited
0%
$734,000
19,849 shares@ $36.98 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Exited
0%
$201,000
429 shares@ $468.54 avg price