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
$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
ARCO icon
501
Arcos Dorados Holdings
ARCO
$1.61B
$9.63K ﹤0.01%
1,427
MTRN icon
502
Materion
MTRN
$2.53B
$9.54K ﹤0.01%
79
+77
PDP icon
503
Invesco Dorsey Wright Momentum ETF
PDP
$1.3B
$9.45K ﹤0.01%
80
SPYG icon
504
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.5B
$9.38K ﹤0.01%
90
QQQE icon
505
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.25B
$9.35K ﹤0.01%
92
FLEX icon
506
Flex
FLEX
$21.2B
$9.28K ﹤0.01%
160
EES icon
507
WisdomTree US SmallCap Earnings Fund
EES
$628M
$9.28K ﹤0.01%
+166
ARKW icon
508
ARK Web x.0 ETF
ARKW
$2.15B
$9.26K ﹤0.01%
+53
IBIT icon
509
iShares Bitcoin Trust
IBIT
$70.8B
$9.24K ﹤0.01%
+142
XYLD icon
510
Global X S&P 500 Covered Call ETF
XYLD
$3.05B
$9.19K ﹤0.01%
+234
PBJ icon
511
Invesco Food & Beverage ETF
PBJ
$100M
$9.17K ﹤0.01%
200
LULU icon
512
lululemon athletica
LULU
$21.6B
$9.07K ﹤0.01%
51
+3
AZZ icon
513
AZZ Inc
AZZ
$3.12B
$9.06K ﹤0.01%
83
+81
WTW icon
514
Willis Towers Watson
WTW
$30.2B
$8.98K ﹤0.01%
26
HLT icon
515
Hilton Worldwide
HLT
$65.4B
$8.92K ﹤0.01%
34
+1
GLD icon
516
SPDR Gold Trust
GLD
$141B
$8.89K ﹤0.01%
25
-270
DKS icon
517
Dick's Sporting Goods
DKS
$18.8B
$8.88K ﹤0.01%
40
PSX icon
518
Phillips 66
PSX
$55.4B
$8.87K ﹤0.01%
65
AON icon
519
Aon
AON
$74.3B
$8.76K ﹤0.01%
25
+1
CRSP icon
520
CRISPR Therapeutics
CRSP
$4.92B
$8.69K ﹤0.01%
134
+9
AZO icon
521
AutoZone
AZO
$63.6B
$8.58K ﹤0.01%
2
DPST icon
522
Direxion Daily Regional Banks Bull 3X Shares
DPST
$844M
$8.56K ﹤0.01%
+86
EMR icon
523
Emerson Electric
EMR
$74.1B
$8.54K ﹤0.01%
65
IYR icon
524
iShares US Real Estate ETF
IYR
$4.13B
$8.48K ﹤0.01%
+87
HPE icon
525
Hewlett Packard
HPE
$28.9B
$8.47K ﹤0.01%
345