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
KMI icon
501
Kinder Morgan
KMI
$62.2B
$10.3K ﹤0.01%
373
PSX icon
502
Phillips 66
PSX
$55.7B
$10.2K ﹤0.01%
79
+14
TSCO icon
503
Tractor Supply
TSCO
$27B
$10.2K ﹤0.01%
203
+135
POOL icon
504
Pool Corp
POOL
$9.98B
$10.1K ﹤0.01%
44
-10
NAIL icon
505
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$741M
$10K ﹤0.01%
+202
IBB icon
506
iShares Biotechnology ETF
IBB
$8.51B
$9.96K ﹤0.01%
59
+32
CAH icon
507
Cardinal Health
CAH
$50.5B
$9.93K ﹤0.01%
48
+1
SPYV icon
508
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.4B
$9.88K ﹤0.01%
174
-209
GLPI icon
509
Gaming and Leisure Properties
GLPI
$13.1B
$9.76K ﹤0.01%
218
FLEX icon
510
Flex
FLEX
$24B
$9.67K ﹤0.01%
160
ROST icon
511
Ross Stores
ROST
$62.2B
$9.66K ﹤0.01%
54
+2
DKNG icon
512
DraftKings
DKNG
$16.2B
$9.65K ﹤0.01%
280
+200
ALGN icon
513
Align Technology
ALGN
$12.3B
$9.53K ﹤0.01%
61
AS icon
514
Amer Sports
AS
$20.5B
$9.53K ﹤0.01%
+255
RBLX icon
515
Roblox
RBLX
$61.3B
$9.51K ﹤0.01%
117
+2
PPL icon
516
PPL Corp
PPL
$27.2B
$9.43K ﹤0.01%
269
EBAY icon
517
eBay
EBAY
$42B
$9.43K ﹤0.01%
108
+1
QQQE icon
518
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.24B
$9.41K ﹤0.01%
92
DELL icon
519
Dell
DELL
$79.9B
$9.36K ﹤0.01%
74
+1
XLY icon
520
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.4B
$9.31K ﹤0.01%
78
-120
BHP icon
521
BHP
BHP
$165B
$9.24K ﹤0.01%
153
+128
OSK icon
522
Oshkosh
OSK
$9.63B
$9.05K ﹤0.01%
72
-72
PBJ icon
523
Invesco Food & Beverage ETF
PBJ
$95.5M
$8.96K ﹤0.01%
200
ZTS icon
524
Zoetis
ZTS
$54.9B
$8.94K ﹤0.01%
71
-6
EMO
525
ClearBridge Energy Midstream Opportunity Fund
EMO
$881M
$8.93K ﹤0.01%
200
-179
19 20
21
22 23