AWM

Abound Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,621
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.69M
3
+$2.23M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.29M

Top Sells

1
+$421K
2
+$293K
3
+$172K
4
FELG icon
Fidelity Enhanced Large Cap Growth ETF
FELG
+$129K
5
AFL icon
Aflac
AFL
+$103K

Sector Composition

1 Technology 6.27%
2 Consumer Discretionary 2.71%
3 Financials 1.43%
4 Communication Services 1.33%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HON icon
226
Honeywell
HON
$148B
$56K 0.01%
248
+64
TTD icon
227
Trade Desk
TTD
$10.6B
$55.9K 0.01%
2,463
-947
GLDM icon
228
SPDR Gold MiniShares Trust
GLDM
$31.8B
$55.7K 0.01%
+601
KMB icon
229
Kimberly-Clark
KMB
$32.8B
$55.6K 0.01%
577
+79
FVD icon
230
First Trust Value Line Dividend Fund
FVD
$8.32B
$55.6K 0.01%
1,182
+732
GEHC icon
231
GE HealthCare
GEHC
$34.1B
$55.5K 0.01%
780
-8
SSO icon
232
ProShares Ultra S&P500
SSO
$6.49B
$55.3K 0.01%
1,066
LMT icon
233
Lockheed Martin
LMT
$136B
$54.4K 0.01%
90
+33
VOE icon
234
Vanguard Mid-Cap Value ETF
VOE
$22.2B
$53.5K 0.01%
290
-81
TXN icon
235
Texas Instruments
TXN
$209B
$53.2K 0.01%
274
+76
NEE icon
236
NextEra Energy
NEE
$192B
$52.6K 0.01%
566
+212
DIS icon
237
Walt Disney
DIS
$188B
$52.6K 0.01%
545
+33
DOW icon
238
Dow Inc
DOW
$25.6B
$52.5K 0.01%
1,261
+381
ITA icon
239
iShares US Aerospace & Defense ETF
ITA
$14.2B
$52.1K 0.01%
238
HCA icon
240
HCA Healthcare
HCA
$109B
$52.1K 0.01%
110
ASML icon
241
ASML
ASML
$563B
$51.5K 0.01%
39
FDVV icon
242
Fidelity High Dividend ETF
FDVV
$9.16B
$51.2K 0.01%
927
+1
OEF icon
243
iShares S&P 100 ETF
OEF
$19.4B
$50.9K 0.01%
160
-87
CSGP icon
244
CoStar Group
CSGP
$16.7B
$50.9K 0.01%
1,261
+8
UNP icon
245
Union Pacific
UNP
$149B
$50.8K 0.01%
209
+38
KNSL icon
246
Kinsale Capital Group
KNSL
$8.32B
$49.9K 0.01%
146
RWL icon
247
Invesco S&P 500 Revenue ETF
RWL
$8.63B
$49.6K 0.01%
431
+51
ECL icon
248
Ecolab
ECL
$77.6B
$49.5K 0.01%
186
REGN icon
249
Regeneron Pharmaceuticals
REGN
$79.4B
$49.3K 0.01%
64
+8
VOT icon
250
Vanguard Mid-Cap Growth ETF
VOT
$18.2B
$49.2K 0.01%
191
+21
8 9
10
11 12