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
FEOE
451
First Eagle Overseas Equity ETF
FEOE
$1.04B
$15.2K ﹤0.01%
+301
PSX icon
452
Phillips 66
PSX
$62.7B
$15.2K ﹤0.01%
83
+4
NKE icon
453
Nike
NKE
$68.2B
$15.1K ﹤0.01%
285
+96
VSDA icon
454
VictoryShares Dividend Accelerator ETF
VSDA
$233M
$15K ﹤0.01%
+276
IWS icon
455
iShares Russell Mid-Cap Value ETF
IWS
$15B
$14.9K ﹤0.01%
102
VGIT icon
456
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.5B
$14.8K ﹤0.01%
249
+23
NACP icon
457
Impact Shares NAACP Minority Empowerment ETF
NACP
$66.7M
$14.8K ﹤0.01%
306
XLG icon
458
Invesco S&P 500 Top 50 ETF
XLG
$10.7B
$14.8K ﹤0.01%
271
-10
CI icon
459
Cigna
CI
$73.5B
$14.7K ﹤0.01%
55
+28
MGK icon
460
Vanguard Mega Cap Growth ETF
MGK
$31.4B
$14.7K ﹤0.01%
40
CLS icon
461
Celestica
CLS
$45.5B
$14.6K ﹤0.01%
52
BDX icon
462
Becton Dickinson
BDX
$45.1B
$14.6K ﹤0.01%
93
+12
IHE icon
463
iShares US Pharmaceuticals ETF
IHE
$977M
$14.6K ﹤0.01%
168
RGLD icon
464
Royal Gold
RGLD
$22.7B
$14.5K ﹤0.01%
57
+56
SDCI icon
465
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$523M
$14.4K ﹤0.01%
+530
ING icon
466
ING
ING
$82.9B
$14.4K ﹤0.01%
553
DLTR icon
467
Dollar Tree
DLTR
$20.9B
$14.2K ﹤0.01%
130
-1
SOXX icon
468
iShares Semiconductor ETF
SOXX
$26B
$14.2K ﹤0.01%
43
-27
CTAS icon
469
Cintas
CTAS
$71.7B
$14.1K ﹤0.01%
83
+7
SNPS icon
470
Synopsys
SNPS
$86.1B
$14.1K ﹤0.01%
35
+5
WBD icon
471
Warner Bros
WBD
$68.9B
$14K ﹤0.01%
510
+449
VONG icon
472
Vanguard Russell 1000 Growth ETF
VONG
$41.8B
$13.8K ﹤0.01%
126
PWR icon
473
Quanta Services
PWR
$90.3B
$13.8K ﹤0.01%
25
+9
BX icon
474
Blackstone
BX
$100B
$13.7K ﹤0.01%
119
-14
SPYV icon
475
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33.3B
$13.5K ﹤0.01%
239
+65
17 18
19
20 21