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
QMAR icon
501
FT Vest Growth-100 Buffer ETF March
QMAR
$452M
$7.13K ﹤0.01%
+230
GRMN icon
502
Garmin
GRMN
$38.3B
$7.1K ﹤0.01%
34
-3
APO icon
503
Apollo Global Management
APO
$78.4B
$7.08K ﹤0.01%
50
VNQI icon
504
Vanguard Global ex-US Real Estate ETF
VNQI
$3.58B
$7.06K ﹤0.01%
+153
HPE icon
505
Hewlett Packard
HPE
$29.4B
$7.06K ﹤0.01%
345
-18
BAX icon
506
Baxter International
BAX
$9.77B
$6.94K ﹤0.01%
229
ETR icon
507
Entergy
ETR
$42B
$6.92K ﹤0.01%
83
-13
TRMB icon
508
Trimble
TRMB
$19.6B
$6.92K ﹤0.01%
91
+16
RSG icon
509
Republic Services
RSG
$66.5B
$6.91K ﹤0.01%
28
IT icon
510
Gartner
IT
$16.7B
$6.87K ﹤0.01%
17
VLTO icon
511
Veralto
VLTO
$25.4B
$6.87K ﹤0.01%
68
EW icon
512
Edwards Lifesciences
EW
$48.8B
$6.8K ﹤0.01%
87
+35
NXPI icon
513
NXP Semiconductors
NXPI
$57.5B
$6.78K ﹤0.01%
31
-12
CVLG icon
514
Covenant Logistics
CVLG
$541M
$6.72K ﹤0.01%
279
+1
VRSN icon
515
VeriSign
VRSN
$23.3B
$6.64K ﹤0.01%
23
-20
CTVA icon
516
Corteva
CTVA
$44.3B
$6.63K ﹤0.01%
89
-1
XSMO icon
517
Invesco S&P SmallCap Momentum ETF
XSMO
$2.04B
$6.61K ﹤0.01%
97
VT icon
518
Vanguard Total World Stock ETF
VT
$57.4B
$6.6K ﹤0.01%
51
-1
ROST icon
519
Ross Stores
ROST
$57.9B
$6.58K ﹤0.01%
52
-5
ITW icon
520
Illinois Tool Works
ITW
$72.5B
$6.45K ﹤0.01%
26
-26
CNC icon
521
Centene
CNC
$19.1B
$6.41K ﹤0.01%
118
-36
AWK icon
522
American Water Works
AWK
$25.5B
$6.4K ﹤0.01%
46
+42
PRU icon
523
Prudential Financial
PRU
$38.4B
$6.4K ﹤0.01%
60
LEN icon
524
Lennar Class A
LEN
$32.9B
$6.38K ﹤0.01%
58
-4
JBL icon
525
Jabil
JBL
$23B
$6.34K ﹤0.01%
29
-2
19 20
21
22 23