AWM

Abound Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,621
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.69M
3
+$2.23M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.29M

Top Sells

1
+$421K
2
+$293K
3
+$172K
4
FELG icon
Fidelity Enhanced Large Cap Growth ETF
FELG
+$129K
5
AFL icon
Aflac
AFL
+$103K

Sector Composition

1 Technology 6.27%
2 Consumer Discretionary 2.71%
3 Financials 1.43%
4 Communication Services 1.33%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HAL icon
401
Halliburton
HAL
$31B
$20.3K ﹤0.01%
521
+433
GM icon
402
General Motors
GM
$73.5B
$20.1K ﹤0.01%
270
+60
LCII icon
403
LCI Industries
LCII
$3B
$20K ﹤0.01%
163
VCSH icon
404
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.7B
$19.8K ﹤0.01%
+250
IEO icon
405
iShares US Oil & Gas Exploration & Production ETF
IEO
$569M
$19.8K ﹤0.01%
158
DGRO icon
406
iShares Core Dividend Growth ETF
DGRO
$39.3B
$19.8K ﹤0.01%
282
-75
CVS icon
407
CVS Health
CVS
$99.1B
$19.8K ﹤0.01%
275
-4
HLT icon
408
Hilton Worldwide
HLT
$78B
$19.5K ﹤0.01%
64
+27
BDJ icon
409
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.63B
$19.5K ﹤0.01%
+2,265
IWN icon
410
iShares Russell 2000 Value ETF
IWN
$13.3B
$19.4K ﹤0.01%
103
ELV icon
411
Elevance Health
ELV
$71B
$19.3K ﹤0.01%
66
-1
DGX icon
412
Quest Diagnostics
DGX
$21.6B
$19.1K ﹤0.01%
97
-1
VMC icon
413
Vulcan Materials
VMC
$38.1B
$19K ﹤0.01%
70
+13
KEYS icon
414
Keysight
KEYS
$57.3B
$18.9K ﹤0.01%
67
-23
SIRI icon
415
SiriusXM
SIRI
$8.58B
$18.7K ﹤0.01%
810
JIRE icon
416
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.8B
$18.6K ﹤0.01%
+246
CSX icon
417
CSX Corp
CSX
$80.6B
$18.6K ﹤0.01%
452
-6
XLV icon
418
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
$18.5K ﹤0.01%
126
+112
COWZ icon
419
Pacer US Cash Cows 100 ETF
COWZ
$18.3B
$18.5K ﹤0.01%
295
LDOS icon
420
Leidos
LDOS
$19.5B
$18.4K ﹤0.01%
118
-1
CCL icon
421
Carnival Corp
CCL
$40.5B
$18.3K ﹤0.01%
708
+58
IBTA icon
422
Ibotta
IBTA
$841M
$18.1K ﹤0.01%
604
STZ icon
423
Constellation Brands
STZ
$28.1B
$17.8K ﹤0.01%
119
+4
JCI icon
424
Johnson Controls International
JCI
$86.2B
$17.8K ﹤0.01%
136
-12
EPD icon
425
Enterprise Products Partners
EPD
$79.3B
$17.7K ﹤0.01%
468
-192
15 16
17
18 19