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
$427M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,507
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.34M
3
+$1.79M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.42M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M

Top Sells

1
+$151K
2
+$146K
3
+$143K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$131K
5
CPS icon
Cooper-Standard Automotive
CPS
+$116K

Sector Composition

1 Technology 7.09%
2 Consumer Discretionary 3.23%
3 Communication Services 1.44%
4 Financials 1.32%
5 Industrials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMB icon
226
Kimberly-Clark
KMB
$32.1B
$50.2K 0.01%
498
TEAM icon
227
Atlassian
TEAM
$19.5B
$49.7K 0.01%
306
QCOM icon
228
Qualcomm
QCOM
$145B
$49.4K 0.01%
289
-96
ECL icon
229
Ecolab
ECL
$76B
$48.8K 0.01%
186
PNC icon
230
PNC Financial Services
PNC
$90.5B
$48.4K 0.01%
232
+57
MU icon
231
Micron Technology
MU
$550B
$48.4K 0.01%
170
+5
IXUS icon
232
iShares Core MSCI Total International Stock ETF
IXUS
$56.1B
$48K 0.01%
568
+135
VOT icon
233
Vanguard Mid-Cap Growth ETF
VOT
$18.2B
$47.5K 0.01%
170
+3
NSC icon
234
Norfolk Southern
NSC
$67B
$47.4K 0.01%
164
+1
MS icon
235
Morgan Stanley
MS
$302B
$47.3K 0.01%
266
+26
DHR icon
236
Danaher
DHR
$130B
$46.9K 0.01%
205
+12
SBUX icon
237
Starbucks
SBUX
$113B
$46.6K 0.01%
553
-55
ASH icon
238
Ashland
ASH
$2.6B
$46.4K 0.01%
791
ACN icon
239
Accenture
ACN
$117B
$46.3K 0.01%
173
-10
VEU icon
240
Vanguard FTSE All-World ex-US ETF
VEU
$63.5B
$46.2K 0.01%
628
-87
MIDD icon
241
Middleby
MIDD
$6.74B
$45.9K 0.01%
309
VTWO icon
242
Vanguard Russell 2000 ETF
VTWO
$15.5B
$45.4K 0.01%
457
+2
MET icon
243
MetLife
MET
$50.2B
$45K 0.01%
570
-65
SLF icon
244
Sun Life Financial
SLF
$39B
$44.7K 0.01%
717
-81
VSAT icon
245
Viasat
VSAT
$8.57B
$44.6K 0.01%
1,294
AZN icon
246
AstraZeneca
AZN
$302B
$44.1K 0.01%
480
-43
RWL icon
247
Invesco S&P 500 Revenue ETF
RWL
$8.67B
$43.6K 0.01%
380
MPC icon
248
Marathon Petroleum
MPC
$65.4B
$43.4K 0.01%
267
+3
REGN icon
249
Regeneron Pharmaceuticals
REGN
$78.9B
$43.3K 0.01%
56
-3
SCHP icon
250
Schwab US TIPS ETF
SCHP
$15.6B
$43.3K 0.01%
1,633
+255
8 9
10
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