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
$354M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,351
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$2.42M
3
+$1.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.67M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.6M

Top Sells

1
+$2.65M
2
+$2.26M
3
+$724K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$546K
5
NSC icon
Norfolk Southern
NSC
+$422K

Sector Composition

1 Technology 6.34%
2 Consumer Discretionary 2.97%
3 Financials 1.46%
4 Communication Services 1.39%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
276
Uber
UBER
$182B
$29.8K 0.01%
319
-104
PM icon
277
Philip Morris
PM
$241B
$29.1K 0.01%
160
+136
TDY icon
278
Teledyne Technologies
TDY
$23.3B
$28.9K 0.01%
56
+2
INDA icon
279
iShares MSCI India ETF
INDA
$9.47B
$27.8K 0.01%
500
-81
FDX icon
280
FedEx
FDX
$63.8B
$27.5K 0.01%
121
-11
PGR icon
281
Progressive
PGR
$134B
$27.5K 0.01%
103
PFE icon
282
Pfizer
PFE
$143B
$27.1K 0.01%
1,117
+9
ARKK icon
283
ARK Innovation ETF
ARKK
$7.63B
$26.6K 0.01%
379
SCHV icon
284
Schwab US Large-Cap Value ETF
SCHV
$14B
$26.3K 0.01%
951
+864
MDB icon
285
MongoDB
MDB
$32.7B
$26K 0.01%
124
LOW icon
286
Lowe's Companies
LOW
$136B
$26K 0.01%
117
-14
FJUL icon
287
FT Vest US Equity Buffer ETF July
FJUL
$1.16B
$25.9K 0.01%
+500
LMT icon
288
Lockheed Martin
LMT
$102B
$25.6K 0.01%
55
-1
USB icon
289
US Bancorp
USB
$77.2B
$25.4K 0.01%
561
+93
MMM icon
290
3M
MMM
$91.1B
$25.3K 0.01%
166
-7
KD icon
291
Kyndryl
KD
$5.86B
$25.1K 0.01%
598
EFV icon
292
iShares MSCI EAFE Value ETF
EFV
$27.2B
$25K 0.01%
394
-917
DCO icon
293
Ducommun
DCO
$1.35B
$25K 0.01%
302
CB icon
294
Chubb
CB
$116B
$24.9K 0.01%
86
GLW icon
295
Corning
GLW
$71.8B
$24.8K 0.01%
471
-34
IYM icon
296
iShares US Basic Materials ETF
IYM
$720M
$24.6K 0.01%
176
KEY icon
297
KeyCorp
KEY
$20B
$24.4K 0.01%
1,403
+1,189
VRSK icon
298
Verisk Analytics
VRSK
$31.3B
$24.3K 0.01%
78
C icon
299
Citigroup
C
$185B
$24.2K 0.01%
284
SCHW icon
300
Charles Schwab
SCHW
$164B
$24.1K 0.01%
265
+32
10 11
12
13 14