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
DLTR icon
451
Dollar Tree
DLTR
$22.2B
$12.2K ﹤0.01%
129
AIG icon
452
American International
AIG
$41.5B
$12.1K ﹤0.01%
154
+34
SPMO icon
453
Invesco S&P 500 Momentum ETF
SPMO
$12.8B
$12.1K ﹤0.01%
+100
KVUE icon
454
Kenvue
KVUE
$32.3B
$12K ﹤0.01%
740
MTN icon
455
Vail Resorts
MTN
$4.99B
$12K ﹤0.01%
80
ACM icon
456
Aecom
ACM
$13.4B
$11.9K ﹤0.01%
91
F icon
457
Ford
F
$51.6B
$11.9K ﹤0.01%
995
+477
CL icon
458
Colgate-Palmolive
CL
$63.5B
$11.9K ﹤0.01%
148
+3
LUV icon
459
Southwest Airlines
LUV
$18.3B
$11.8K ﹤0.01%
370
-91
NOC icon
460
Northrop Grumman
NOC
$78.1B
$11.7K ﹤0.01%
19
XT icon
461
iShares Future Exponential Technologies ETF
XT
$3.67B
$11.5K ﹤0.01%
160
MGC icon
462
Vanguard Mega Cap 300 Index ETF
MGC
$9.05B
$11.5K ﹤0.01%
47
+21
HOOD icon
463
Robinhood
HOOD
$113B
$11.5K ﹤0.01%
+80
COR icon
464
Cencora
COR
$68B
$11.5K ﹤0.01%
37
+1
DEM icon
465
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.29B
$11.4K ﹤0.01%
+248
TDG icon
466
TransDigm Group
TDG
$75.7B
$11.4K ﹤0.01%
9
ADSK icon
467
Autodesk
ADSK
$65.8B
$11.4K ﹤0.01%
36
+1
BTG icon
468
B2Gold
BTG
$5.92B
$11.3K ﹤0.01%
2,289
+9
ZTS icon
469
Zoetis
ZTS
$54.8B
$11.3K ﹤0.01%
77
-37
WDC icon
470
Western Digital
WDC
$54.7B
$11.2K ﹤0.01%
93
BBCA icon
471
JPMorgan BetaBuilders Canada ETF
BBCA
$9.11B
$11K ﹤0.01%
126
GBTC icon
472
Grayscale Bitcoin Trust
GBTC
$36.4B
$11K ﹤0.01%
+122
HUM icon
473
Humana
HUM
$29.1B
$10.9K ﹤0.01%
42
+6
FELV icon
474
Fidelity Enhanced Large Cap Value ETF
FELV
$2.49B
$10.9K ﹤0.01%
324
HWM icon
475
Howmet Aerospace
HWM
$79B
$10.6K ﹤0.01%
54
-12
17 18
19
20 21