AWM

Abound Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,621
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.69M
3
+$2.23M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.29M

Top Sells

1
+$421K
2
+$293K
3
+$172K
4
FELG icon
Fidelity Enhanced Large Cap Growth ETF
FELG
+$129K
5
AFL icon
Aflac
AFL
+$103K

Sector Composition

1 Technology 6.27%
2 Consumer Discretionary 2.71%
3 Financials 1.43%
4 Communication Services 1.33%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KDP icon
526
Keurig Dr Pepper
KDP
$36B
$10.9K ﹤0.01%
412
+140
TDG icon
527
TransDigm Group
TDG
$71.5B
$10.9K ﹤0.01%
9
MSCI icon
528
MSCI
MSCI
$41.6B
$10.8K ﹤0.01%
20
-1
EMBJ
529
Embraer S.A. ADS
EMBJ
$12.1B
$10.8K ﹤0.01%
182
WHR icon
530
Whirlpool
WHR
$3.66B
$10.8K ﹤0.01%
+200
IVOO icon
531
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.41B
$10.8K ﹤0.01%
+94
IBKR icon
532
Interactive Brokers
IBKR
$36.4B
$10.7K ﹤0.01%
159
+47
SRE icon
533
Sempra
SRE
$61.4B
$10.6K ﹤0.01%
109
+39
MSI icon
534
Motorola Solutions
MSI
$73.5B
$10.5K ﹤0.01%
24
+2
FLEX icon
535
Flex
FLEX
$30.1B
$10.5K ﹤0.01%
160
BTG icon
536
B2Gold
BTG
$6.69B
$10.5K ﹤0.01%
2,310
+11
ALGN icon
537
Align Technology
ALGN
$13.6B
$10.5K ﹤0.01%
61
FENY icon
538
Fidelity MSCI Energy Index ETF
FENY
$1.88B
$10.4K ﹤0.01%
+304
IYF icon
539
iShares US Financials ETF
IYF
$3.47B
$10.4K ﹤0.01%
88
-42
IPGP icon
540
IPG Photonics
IPGP
$5.31B
$10.3K ﹤0.01%
90
MTN icon
541
Vail Resorts
MTN
$4.75B
$10.3K ﹤0.01%
80
AS icon
542
Amer Sports
AS
$21.6B
$10.3K ﹤0.01%
312
+57
KKR icon
543
KKR & Co
KKR
$92.4B
$10.3K ﹤0.01%
111
-60
UL icon
544
Unilever
UL
$128B
$10.3K ﹤0.01%
180
+76
CAH icon
545
Cardinal Health
CAH
$50.4B
$10.2K ﹤0.01%
48
MGV icon
546
Vanguard Mega Cap Value ETF
MGV
$11.7B
$10.2K ﹤0.01%
+70
KHC icon
547
Kraft Heinz
KHC
$26.6B
$10.2K ﹤0.01%
453
+254
ARKB icon
548
ARK 21Shares Bitcoin ETF
ARKB
$1.24B
$10.2K ﹤0.01%
453
SNDK
549
Sandisk
SNDK
$136B
$10.2K ﹤0.01%
16
-2
ARCB icon
550
ArcBest
ARCB
$2.65B
$10.1K ﹤0.01%
103
20 21
22
23 24