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
WPM icon
351
Wheaton Precious Metals
WPM
$48.3B
$20.6K 0.01%
+184
SCHH icon
352
Schwab US REIT ETF
SCHH
$8.37B
$20.5K 0.01%
953
-989
MDT icon
353
Medtronic
MDT
$131B
$20.5K 0.01%
215
+56
DAL icon
354
Delta Air Lines
DAL
$42.7B
$20.4K 0.01%
359
+156
DOW icon
355
Dow Inc
DOW
$16.8B
$20.2K 0.01%
880
-17
PLD icon
356
Prologis
PLD
$120B
$20.2K 0.01%
176
B
357
Barrick Mining
B
$69B
$20.1K 0.01%
+614
CACI icon
358
CACI
CACI
$13.6B
$20K 0.01%
+40
DDOG icon
359
Datadog
DDOG
$55.3B
$19.9K 0.01%
140
+137
MO icon
360
Altria Group
MO
$98.6B
$19.9K 0.01%
302
-6,012
UL icon
361
Unilever
UL
$145B
$19.9K 0.01%
335
+314
VRSK icon
362
Verisk Analytics
VRSK
$31.3B
$19.6K ﹤0.01%
78
OSIS icon
363
OSI Systems
OSIS
$4.55B
$19.4K ﹤0.01%
78
BUD icon
364
AB InBev
BUD
$120B
$19.3K ﹤0.01%
324
+20
GILD icon
365
Gilead Sciences
GILD
$154B
$19.1K ﹤0.01%
172
OMFL icon
366
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.89B
$19.1K ﹤0.01%
317
OMC icon
367
Omnicom Group
OMC
$22.9B
$19.1K ﹤0.01%
234
+194
PRU icon
368
Prudential Financial
PRU
$37.7B
$19K ﹤0.01%
184
+124
K icon
369
Kellanova
K
$28.9B
$19K ﹤0.01%
232
-7
PHO icon
370
Invesco Water Resources ETF
PHO
$2.15B
$19K ﹤0.01%
264
SIRI icon
371
SiriusXM
SIRI
$6.97B
$18.9K ﹤0.01%
810
CCL icon
372
Carnival Corp
CCL
$34.1B
$18.8K ﹤0.01%
650
+54
ICE icon
373
Intercontinental Exchange
ICE
$88.8B
$18.7K ﹤0.01%
111
-1
OSK icon
374
Oshkosh
OSK
$7.91B
$18.7K ﹤0.01%
+144
DGX icon
375
Quest Diagnostics
DGX
$20.3B
$18.6K ﹤0.01%
97