AWM

Abound Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
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 +$4.37M
2 +$3.32M
3 +$1.76M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.43M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.1M

Top Sells

1 +$163K
2 +$157K
3 +$149K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$132K
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
STX icon
301
Seagate
STX
$71.1B
$29.8K 0.01%
108
+2
KEY icon
302
KeyCorp
KEY
$23B
$29.3K 0.01%
1,421
TDY icon
303
Teledyne Technologies
TDY
$27.3B
$28.8K 0.01%
56
DCO icon
304
Ducommun
DCO
$1.71B
$28.7K 0.01%
302
NEE icon
305
NextEra Energy
NEE
$174B
$28.4K 0.01%
354
-102
CMCSA icon
306
Comcast
CMCSA
$101B
$28.4K 0.01%
949
+1
LMT icon
307
Lockheed Martin
LMT
$135B
$27.8K 0.01%
57
+1
ARGX icon
308
argenx
ARGX
$49.5B
$27.8K 0.01%
33
+32
SOFI icon
309
SoFi Technologies
SOFI
$33B
$27.8K 0.01%
1,060
+200
KLAC icon
310
KLA
KLAC
$206B
$27.1K 0.01%
22
LH icon
311
Labcorp
LH
$22.5B
$27.1K 0.01%
108
-32
IYM icon
312
iShares US Basic Materials ETF
IYM
$941M
$27K 0.01%
176
INDA icon
313
iShares MSCI India ETF
INDA
$9.36B
$27K 0.01%
500
PYPL icon
314
PayPal
PYPL
$53.2B
$27K 0.01%
462
-77
OTIS icon
315
Otis Worldwide
OTIS
$35.1B
$26.9K 0.01%
308
-34
TRV icon
316
Travelers Companies
TRV
$60.1B
$26.9K 0.01%
93
+2
HRB icon
317
H&R Block
HRB
$5.32B
$26.8K 0.01%
616
+416
PM icon
318
Philip Morris
PM
$270B
$26.7K 0.01%
167
+7
XEL icon
319
Xcel Energy
XEL
$44.7B
$26.6K 0.01%
361
+288
SMLF icon
320
iShares US Small Cap Equity Factor ETF
SMLF
$3.05B
$26.6K 0.01%
+355
COF icon
321
Capital One
COF
$152B
$26.5K 0.01%
109
+2
APD icon
322
Air Products & Chemicals
APD
$59.5B
$26.5K 0.01%
107
+5
STM icon
323
STMicroelectronics
STM
$24.9B
$26.1K 0.01%
+1,006
SCHV icon
324
Schwab US Large-Cap Value ETF
SCHV
$14.9B
$25.6K 0.01%
864
-387
XOP icon
325
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.89B
$25.3K 0.01%
+200