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
PHO icon
426
Invesco Water Resources ETF
PHO
$2.06B
$17.6K ﹤0.01%
264
ACN icon
427
Accenture
ACN
$121B
$17.2K ﹤0.01%
87
-86
KMI icon
428
Kinder Morgan
KMI
$71.2B
$17.1K ﹤0.01%
509
+136
DHR icon
429
Danaher
DHR
$138B
$16.9K ﹤0.01%
89
-116
UCB
430
United Community Banks
UCB
$4.09B
$16.8K ﹤0.01%
535
+60
LUV icon
431
Southwest Airlines
LUV
$21B
$16.8K ﹤0.01%
448
+78
AMT icon
432
American Tower
AMT
$85B
$16.7K ﹤0.01%
97
+50
SHW icon
433
Sherwin-Williams
SHW
$85.5B
$16.7K ﹤0.01%
52
+5
VIOO icon
434
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.69B
$16.6K ﹤0.01%
145
+94
FBCG icon
435
Fidelity Blue Chip Growth ETF
FBCG
$6B
$16.5K ﹤0.01%
329
GSK icon
436
GSK
GSK
$117B
$16.3K ﹤0.01%
296
-28
CEG icon
437
Constellation Energy
CEG
$107B
$16.3K ﹤0.01%
58
+8
RCL icon
438
Royal Caribbean
RCL
$77.2B
$16.1K ﹤0.01%
58
+5
ICE icon
439
Intercontinental Exchange
ICE
$91.3B
$16K ﹤0.01%
102
-7
XLI icon
440
State Street Industrial Select Sector SPDR ETF
XLI
$30.5B
$16K ﹤0.01%
99
BCS icon
441
Barclays
BCS
$83.2B
$16K ﹤0.01%
756
-85
NVS icon
442
Novartis
NVS
$290B
$15.7K ﹤0.01%
103
-14
AVUV icon
443
Avantis US Small Cap Value ETF
AVUV
$25B
$15.5K ﹤0.01%
141
XLK icon
444
State Street Technology Select Sector SPDR ETF
XLK
$98.6B
$15.5K ﹤0.01%
+117
CBRE icon
445
CBRE Group
CBRE
$44.4B
$15.5K ﹤0.01%
114
+24
LHX icon
446
L3Harris
LHX
$65.4B
$15.5K ﹤0.01%
45
+24
STPZ icon
447
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$438M
$15.4K ﹤0.01%
+284
RIO icon
448
Rio Tinto
RIO
$163B
$15.3K ﹤0.01%
164
JMEE icon
449
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.64B
$15.3K ﹤0.01%
+229
XLF icon
450
State Street Financial Select Sector SPDR ETF
XLF
$51.7B
$15.3K ﹤0.01%
309
+264
16 17
18
19 20