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
DLTR icon
401
Dollar Tree
DLTR
$22.2B
$12.8K ﹤0.01%
129
+29
SCHR icon
402
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.6B
$12.7K ﹤0.01%
+506
YMAR icon
403
FT Vest International Equity Moderate Buffer ETF March
YMAR
$114M
$12.6K ﹤0.01%
+495
VMBS icon
404
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$12.6K ﹤0.01%
+272
VONG icon
405
Vanguard Russell 1000 Growth ETF
VONG
$33.6B
$12.6K ﹤0.01%
115
+35
MTN icon
406
Vail Resorts
MTN
$4.99B
$12.6K ﹤0.01%
80
RCL icon
407
Royal Caribbean
RCL
$72.3B
$12.5K ﹤0.01%
40
AEM icon
408
Agnico Eagle Mines
AEM
$85.2B
$12.5K ﹤0.01%
105
WBA
409
DELISTED
Walgreens Boots Alliance
WBA
$12.5K ﹤0.01%
+1,086
CBRE icon
410
CBRE Group
CBRE
$47.4B
$12.3K ﹤0.01%
88
HWM icon
411
Howmet Aerospace
HWM
$79B
$12.3K ﹤0.01%
66
D icon
412
Dominion Energy
D
$51.5B
$12.3K ﹤0.01%
217
CSX icon
413
CSX Corp
CSX
$65.1B
$12.2K ﹤0.01%
373
+147
TTWO icon
414
Take-Two Interactive
TTWO
$45.6B
$12.1K ﹤0.01%
50
-2
ALGN icon
415
Align Technology
ALGN
$10.8B
$12.1K ﹤0.01%
64
+3
RBLX icon
416
Roblox
RBLX
$65.8B
$12.1K ﹤0.01%
115
+97
FOR icon
417
Forestar Group
FOR
$1.32B
$11.9K ﹤0.01%
594
-14
XLG icon
418
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$11.8K ﹤0.01%
227
-107
YJUN icon
419
FT Vest International Equity Buffer ETF June
YJUN
$162M
$11.6K ﹤0.01%
+475
NTAP icon
420
NetApp
NTAP
$22.9B
$11.6K ﹤0.01%
109
+41
LULU icon
421
lululemon athletica
LULU
$21.6B
$11.4K ﹤0.01%
48
+2
IDXX icon
422
Idexx Laboratories
IDXX
$58.5B
$11.3K ﹤0.01%
21
+13
ARCO icon
423
Arcos Dorados Holdings
ARCO
$1.61B
$11.3K ﹤0.01%
1,427
SPXV icon
424
ProShares S&P 500 ex-Health Care ETF
SPXV
$35M
$11.2K ﹤0.01%
166
PSN icon
425
Parsons
PSN
$8.83B
$11.1K ﹤0.01%
+155
15 16
17
18 19