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
NTAP icon
476
NetApp
NTAP
$20.6B
$11.7K ﹤0.01%
109
MNST icon
477
Monster Beverage
MNST
$76.4B
$11.5K ﹤0.01%
150
+3
TDG icon
478
TransDigm Group
TDG
$81.7B
$11.5K ﹤0.01%
9
MOG.A icon
479
Moog Inc Class A
MOG.A
$9.73B
$11.4K ﹤0.01%
47
HOOD icon
480
Robinhood
HOOD
$97.8B
$11.4K ﹤0.01%
101
+21
EXEL icon
481
Exelixis
EXEL
$11.8B
$11.4K ﹤0.01%
+259
COIN icon
482
Coinbase
COIN
$65B
$11.3K ﹤0.01%
50
-59
FELV icon
483
Fidelity Enhanced Large Cap Value ETF
FELV
$2.66B
$11.2K ﹤0.01%
324
XT icon
484
iShares Future Exponential Technologies ETF
XT
$3.7B
$11.2K ﹤0.01%
160
FETH
485
Fidelity Ethereum Fund
FETH
$1.38B
$11.2K ﹤0.01%
378
ADSK icon
486
Autodesk
ADSK
$56.3B
$11.2K ﹤0.01%
38
+2
PCAR icon
487
PACCAR
PCAR
$63.7B
$11.2K ﹤0.01%
102
+25
UBS icon
488
UBS Group
UBS
$148B
$11.2K ﹤0.01%
241
+45
NDAQ icon
489
Nasdaq
NDAQ
$57.7B
$11.2K ﹤0.01%
115
+5
CME icon
490
CME Group
CME
$101B
$11K ﹤0.01%
40
+1
TM icon
491
Toyota
TM
$302B
$10.9K ﹤0.01%
51
+38
CVNA icon
492
Carvana
CVNA
$62.7B
$10.9K ﹤0.01%
26
+17
HUM icon
493
Humana
HUM
$32.9B
$10.8K ﹤0.01%
42
URI icon
494
United Rentals
URI
$58.6B
$10.7K ﹤0.01%
13
MTN icon
495
Vail Resorts
MTN
$5.06B
$10.6K ﹤0.01%
80
LULU icon
496
lululemon athletica
LULU
$23.7B
$10.6K ﹤0.01%
51
HLT icon
497
Hilton Worldwide
HLT
$69.9B
$10.5K ﹤0.01%
37
+3
ARCO icon
498
Arcos Dorados Holdings
ARCO
$1.59B
$10.5K ﹤0.01%
1,427
BTG icon
499
B2Gold
BTG
$6.12B
$10.4K ﹤0.01%
2,299
+10
AIG icon
500
American International
AIG
$39.4B
$10.3K ﹤0.01%
120
-34