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
IWP icon
451
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$9.61K ﹤0.01%
69
NOC icon
452
Northrop Grumman
NOC
$79B
$9.58K ﹤0.01%
19
+5
MGK icon
453
Vanguard Mega Cap Growth ETF
MGK
$32.5B
$9.52K ﹤0.01%
26
KDP icon
454
Keurig Dr Pepper
KDP
$38.5B
$9.47K ﹤0.01%
286
+57
PBJ icon
455
Invesco Food & Beverage ETF
PBJ
$99.8M
$9.46K ﹤0.01%
200
CTSH icon
456
Cognizant
CTSH
$38.2B
$9.26K ﹤0.01%
119
-54
ASUR icon
457
Asure Software
ASUR
$225M
$9.23K ﹤0.01%
946
MNST icon
458
Monster Beverage
MNST
$72.3B
$9.15K ﹤0.01%
146
-13
FICO icon
459
Fair Isaac
FICO
$41.8B
$9.14K ﹤0.01%
5
FCX icon
460
Freeport-McMoran
FCX
$63.9B
$9.13K ﹤0.01%
211
+58
PPL icon
461
PPL Corp
PPL
$25.8B
$9.13K ﹤0.01%
269
QQQE icon
462
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.27B
$9.04K ﹤0.01%
92
STZ icon
463
Constellation Brands
STZ
$24B
$8.95K ﹤0.01%
55
ZBRA icon
464
Zebra Technologies
ZBRA
$13.1B
$8.94K ﹤0.01%
29
+12
DASH icon
465
DoorDash
DASH
$95.9B
$8.9K ﹤0.01%
36
+3
GEHC icon
466
GE HealthCare
GEHC
$38.1B
$8.87K ﹤0.01%
120
HUM icon
467
Humana
HUM
$30.9B
$8.81K ﹤0.01%
36
-6
EQIX icon
468
Equinix
EQIX
$71.9B
$8.78K ﹤0.01%
11
+2
VST icon
469
Vistra
VST
$58.2B
$8.72K ﹤0.01%
45
-1
HLT icon
470
Hilton Worldwide
HLT
$65.1B
$8.69K ﹤0.01%
33
PDP icon
471
Invesco Dorsey Wright Momentum ETF
PDP
$1.3B
$8.69K ﹤0.01%
80
EMR icon
472
Emerson Electric
EMR
$75.8B
$8.69K ﹤0.01%
65
-1
EOG icon
473
EOG Resources
EOG
$60.5B
$8.64K ﹤0.01%
72
-15
AON icon
474
Aon
AON
$74B
$8.57K ﹤0.01%
24
-2
SPYG icon
475
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.6B
$8.54K ﹤0.01%
90
+23
17 18
19
20 21