AWM

Abound Wealth Management Portfolio holdings

AUM $399M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.48M
3
+$1.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.75M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.51M

Top Sells

1
+$397K
2
+$386K
3
+$324K
4
AAPL icon
Apple
AAPL
+$276K
5
BABA icon
Alibaba
BABA
+$254K

Sector Composition

1 Technology 6.54%
2 Consumer Discretionary 3.24%
3 Communication Services 1.45%
4 Financials 1.4%
5 Energy 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TDY icon
276
Teledyne Technologies
TDY
$23.3B
$33K 0.01%
56
REGN icon
277
Regeneron Pharmaceuticals
REGN
$77.3B
$32.9K 0.01%
59
+14
FTCS icon
278
First Trust Capital Strength ETF
FTCS
$8.16B
$32.8K 0.01%
350
STZ icon
279
Constellation Brands
STZ
$23.9B
$32.7K 0.01%
243
+188
ARKK icon
280
ARK Innovation ETF
ARKK
$7.63B
$32.7K 0.01%
379
UBER icon
281
Uber
UBER
$181B
$32K 0.01%
327
+8
IWP icon
282
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$31.8K 0.01%
223
+154
LOW icon
283
Lowe's Companies
LOW
$137B
$31.3K 0.01%
125
+8
TOTL icon
284
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.01B
$31.3K 0.01%
+772
OTIS icon
285
Otis Worldwide
OTIS
$33.9B
$31.2K 0.01%
342
-248
VFH icon
286
Vanguard Financials ETF
VFH
$13B
$30.9K 0.01%
236
SPGI icon
287
S&P Global
SPGI
$149B
$29.8K 0.01%
61
CMCSA icon
288
Comcast
CMCSA
$96.6B
$29.8K 0.01%
948
+1
PFE icon
289
Pfizer
PFE
$143B
$29K 0.01%
1,140
+23
DCO icon
290
Ducommun
DCO
$1.35B
$29K 0.01%
302
BKF icon
291
iShares MSCI BIC ETF
BKF
$89.2M
$29K 0.01%
+641
USB icon
292
US Bancorp
USB
$77.4B
$28.2K 0.01%
584
+23
LMT icon
293
Lockheed Martin
LMT
$102B
$28.1K 0.01%
56
+1
APD icon
294
Air Products & Chemicals
APD
$57.2B
$27.9K 0.01%
102
+76
IWN icon
295
iShares Russell 2000 Value ETF
IWN
$11.7B
$27.7K 0.01%
157
+12
RMBS icon
296
Rambus
RMBS
$10.4B
$27.6K 0.01%
+265
MU icon
297
Micron Technology
MU
$267B
$27.6K 0.01%
165
-23
XLI icon
298
State Street Industrial Select Sector SPDR ETF
XLI
$24B
$27.5K 0.01%
178
+17
ARM icon
299
Arm
ARM
$145B
$27.4K 0.01%
194
VRTX icon
300
Vertex Pharmaceuticals
VRTX
$109B
$27.3K 0.01%
70
-2
10 11
12
13 14