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
MOG.A icon
476
Moog Inc Class A
MOG.A
$7.39B
$8.51K ﹤0.01%
47
COIN icon
477
Coinbase
COIN
$74.1B
$8.41K ﹤0.01%
+24
XLV icon
478
State Street Health Care Select Sector SPDR ETF
XLV
$40.3B
$8.36K ﹤0.01%
62
-1
CIBR icon
479
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.1B
$8.24K ﹤0.01%
109
BTG icon
480
B2Gold
BTG
$5.96B
$8.23K ﹤0.01%
2,280
+13
KMI icon
481
Kinder Morgan
KMI
$60.8B
$8.18K ﹤0.01%
278
FLEX icon
482
Flex
FLEX
$21.8B
$7.99K ﹤0.01%
160
WTW icon
483
Willis Towers Watson
WTW
$30.3B
$7.97K ﹤0.01%
26
EBAY icon
484
eBay
EBAY
$37.4B
$7.89K ﹤0.01%
106
-13
ARCB icon
485
ArcBest
ARCB
$1.54B
$7.89K ﹤0.01%
102
DKS icon
486
Dick's Sporting Goods
DKS
$20.2B
$7.86K ﹤0.01%
40
+1
GWW icon
487
W.W. Grainger
GWW
$46.3B
$7.79K ﹤0.01%
7
EZU icon
488
iShare MSCI Eurozone ETF
EZU
$8.59B
$7.79K ﹤0.01%
131
PSX icon
489
Phillips 66
PSX
$56.3B
$7.78K ﹤0.01%
65
CAH icon
490
Cardinal Health
CAH
$47.4B
$7.74K ﹤0.01%
46
SPHQ icon
491
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$7.55K ﹤0.01%
+106
XMMO icon
492
Invesco S&P MidCap Momentum ETF
XMMO
$4.9B
$7.55K ﹤0.01%
59
AZO icon
493
AutoZone
AZO
$64.1B
$7.42K ﹤0.01%
2
O icon
494
Realty Income
O
$53.1B
$7.38K ﹤0.01%
128
-9
ACHR icon
495
Archer Aviation
ACHR
$5.9B
$7.38K ﹤0.01%
680
ROP icon
496
Roper Technologies
ROP
$47.9B
$7.37K ﹤0.01%
13
-1
APD icon
497
Air Products & Chemicals
APD
$58.1B
$7.37K ﹤0.01%
26
-1
PECO icon
498
Phillips Edison & Co
PECO
$4.4B
$7.34K ﹤0.01%
210
PCAR icon
499
PACCAR
PCAR
$56.7B
$7.24K ﹤0.01%
76
MOH icon
500
Molina Healthcare
MOH
$7.7B
$7.15K ﹤0.01%
24
-2
18 19
20
21 22