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
AMT icon
301
American Tower
AMT
$83B
$26.9K 0.01%
140
+81
APH icon
302
Amphenol
APH
$174B
$26.9K 0.01%
217
+6
EQIX icon
303
Equinix
EQIX
$71.7B
$26.6K 0.01%
34
+23
KEY icon
304
KeyCorp
KEY
$20.1B
$26.6K 0.01%
1,421
+18
SCHW icon
305
Charles Schwab
SCHW
$165B
$26.2K 0.01%
275
+10
VRNS icon
306
Varonis Systems
VRNS
$3.85B
$26.2K 0.01%
456
INDA icon
307
iShares MSCI India ETF
INDA
$9.47B
$26K 0.01%
500
IYM icon
308
iShares US Basic Materials ETF
IYM
$717M
$26K 0.01%
176
PM icon
309
Philip Morris
PM
$241B
$26K 0.01%
160
MMM icon
310
3M
MMM
$90.5B
$25.8K 0.01%
166
PGR icon
311
Progressive
PGR
$134B
$25.4K 0.01%
103
TRV icon
312
Travelers Companies
TRV
$64.6B
$25.3K 0.01%
91
+1
INTC icon
313
Intel
INTC
$203B
$25.1K 0.01%
749
-165
STX icon
314
Seagate
STX
$57.6B
$25K 0.01%
106
TWLO icon
315
Twilio
TWLO
$19.7B
$25K 0.01%
250
SHEL icon
316
Shell
SHEL
$211B
$25K 0.01%
349
+323
ING icon
317
ING
ING
$77B
$24.6K 0.01%
943
+910
APP icon
318
Applovin
APP
$223B
$24.3K 0.01%
+34
ADI icon
319
Analog Devices
ADI
$131B
$24.1K 0.01%
98
+29
IWO icon
320
iShares Russell 2000 Growth ETF
IWO
$12.9B
$24K 0.01%
75
+7
GNRC icon
321
Generac Holdings
GNRC
$8.86B
$23.9K 0.01%
+143
KLAC icon
322
KLA
KLAC
$154B
$23.8K 0.01%
22
+1
XLY icon
323
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
$23.6K 0.01%
99
JEPI icon
324
JPMorgan Equity Premium Income ETF
JEPI
$41B
$23.3K 0.01%
409
CLF icon
325
Cleveland-Cliffs
CLF
$7.39B
$23.2K 0.01%
1,900