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
$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
XLV icon
476
State Street Health Care Select Sector SPDR ETF
XLV
$41B
$10.6K ﹤0.01%
76
+14
KMI icon
477
Kinder Morgan
KMI
$62.2B
$10.6K ﹤0.01%
373
+95
ITW icon
478
Illinois Tool Works
ITW
$76.4B
$10.5K ﹤0.01%
40
+14
CME icon
479
CME Group
CME
$101B
$10.5K ﹤0.01%
39
+1
GD icon
480
General Dynamics
GD
$99.2B
$10.5K ﹤0.01%
31
-72
BMRN icon
481
BioMarin Pharmaceuticals
BMRN
$10.5B
$10.4K ﹤0.01%
+192
DELL icon
482
Dell
DELL
$79.9B
$10.4K ﹤0.01%
73
-14
AEP icon
483
American Electric Power
AEP
$64.1B
$10.3K ﹤0.01%
92
+33
DASH icon
484
DoorDash
DASH
$88.5B
$10.3K ﹤0.01%
38
+2
CTSH icon
485
Cognizant
CTSH
$40.9B
$10.3K ﹤0.01%
154
+35
GLPI icon
486
Gaming and Leisure Properties
GLPI
$13.1B
$10.2K ﹤0.01%
218
FDX icon
487
FedEx
FDX
$72.5B
$10.2K ﹤0.01%
43
-78
TPH icon
488
Tri Pointe Homes
TPH
$3.02B
$10.1K ﹤0.01%
298
+293
HRB icon
489
H&R Block
HRB
$5.32B
$10.1K ﹤0.01%
200
MSI icon
490
Motorola Solutions
MSI
$66.7B
$10.1K ﹤0.01%
22
-2
SPYI icon
491
NEOS S&P 500 High Income ETF
SPYI
$7.07B
$10K ﹤0.01%
+192
QQQI icon
492
NEOS Nasdaq 100 High Income ETF
QQQI
$7.59B
$10K ﹤0.01%
+185
PPL icon
493
PPL Corp
PPL
$27.2B
$10K ﹤0.01%
269
EWJ icon
494
iShares MSCI Japan ETF
EWJ
$16.8B
$9.95K ﹤0.01%
+124
ACA icon
495
Arcosa
ACA
$5.65B
$9.93K ﹤0.01%
106
+104
JEPQ icon
496
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$33.2B
$9.89K ﹤0.01%
+172
MNST icon
497
Monster Beverage
MNST
$76.4B
$9.87K ﹤0.01%
147
+1
NDAQ icon
498
Nasdaq
NDAQ
$57.7B
$9.77K ﹤0.01%
110
MOG.A icon
499
Moog Inc Class A
MOG.A
$9.73B
$9.76K ﹤0.01%
47
EBAY icon
500
eBay
EBAY
$42B
$9.71K ﹤0.01%
107
+1