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
RCL icon
426
Royal Caribbean
RCL
$75.3B
$14.9K ﹤0.01%
53
FCX icon
427
Freeport-McMoran
FCX
$84.3B
$14.9K ﹤0.01%
292
+88
UCB
428
United Community Banks
UCB
$4.08B
$14.8K ﹤0.01%
475
LWAY icon
429
Lifeway Foods
LWAY
$333M
$14.6K ﹤0.01%
602
CBRE icon
430
CBRE Group
CBRE
$51.1B
$14.5K ﹤0.01%
90
IWS icon
431
iShares Russell Mid-Cap Value ETF
IWS
$15B
$14.5K ﹤0.01%
102
-30
AVUV icon
432
Avantis US Small Cap Value ETF
AVUV
$21.4B
$14.3K ﹤0.01%
141
RMBS icon
433
Rambus
RMBS
$11.6B
$14.3K ﹤0.01%
155
-110
CTAS icon
434
Cintas
CTAS
$78.7B
$14.3K ﹤0.01%
76
SNPS icon
435
Synopsys
SNPS
$98.8B
$14.3K ﹤0.01%
30
-3
IHE icon
436
iShares US Pharmaceuticals ETF
IHE
$947M
$14.3K ﹤0.01%
+168
PRU icon
437
Prudential Financial
PRU
$39.1B
$14.2K ﹤0.01%
126
-58
CL icon
438
Colgate-Palmolive
CL
$68.1B
$14.2K ﹤0.01%
179
+31
IEO icon
439
iShares US Oil & Gas Exploration & Production ETF
IEO
$423M
$14.1K ﹤0.01%
158
IBTA icon
440
Ibotta
IBTA
$612M
$13.7K ﹤0.01%
604
PNR icon
441
Pentair
PNR
$17.6B
$13.7K ﹤0.01%
+131
VGIT icon
442
Vanguard Intermediate-Term Treasury ETF
VGIT
$36.4B
$13.6K ﹤0.01%
226
+16
MCO icon
443
Moody's
MCO
$96.1B
$13.5K ﹤0.01%
26
WOMN icon
444
Impact Shares Womens Empowerment ETF Trading
WOMN
$67.8M
$13.5K ﹤0.01%
324
F icon
445
Ford
F
$54.2B
$13.4K ﹤0.01%
1,018
+23
ARKB icon
446
ARK 21Shares Bitcoin ETF
ARKB
$1.53B
$13.2K ﹤0.01%
+453
RIO icon
447
Rio Tinto
RIO
$138B
$13.1K ﹤0.01%
164
+156
TTWO icon
448
Take-Two Interactive
TTWO
$44.4B
$13.1K ﹤0.01%
51
+1
PRF icon
449
Invesco FTSE RAFI US 1000 ETF
PRF
$8.87B
$13K ﹤0.01%
+276
TXRH icon
450
Texas Roadhouse
TXRH
$12.9B
$12.9K ﹤0.01%
78
16 17
18
19 20