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
ASUR icon
526
Asure Software
ASUR
$278M
$8.91K ﹤0.01%
946
EW icon
527
Edwards Lifesciences
EW
$48.9B
$8.82K ﹤0.01%
103
-1
NVDL icon
528
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.4B
$8.8K ﹤0.01%
+100
FTNT icon
529
Fortinet
FTNT
$56.1B
$8.74K ﹤0.01%
110
+20
FICO icon
530
Fair Isaac
FICO
$37.2B
$8.72K ﹤0.01%
5
IBIT icon
531
iShares Bitcoin Trust
IBIT
$74.5B
$8.65K ﹤0.01%
174
+32
DPST icon
532
Direxion Daily Regional Banks Bull 3X Shares
DPST
$669M
$8.65K ﹤0.01%
86
JD icon
533
JD.com
JD
$41B
$8.64K ﹤0.01%
301
-190
WTW icon
534
Willis Towers Watson
WTW
$31.5B
$8.55K ﹤0.01%
26
AON icon
535
Aon
AON
$73.9B
$8.48K ﹤0.01%
24
-1
HPE icon
536
Hewlett Packard
HPE
$28.6B
$8.47K ﹤0.01%
353
+8
EWL icon
537
iShares MSCI Switzerland ETF
EWL
$1.6B
$8.46K ﹤0.01%
+141
MSI icon
538
Motorola Solutions
MSI
$66.7B
$8.44K ﹤0.01%
22
EZU icon
539
iShare MSCI Eurozone ETF
EZU
$9.35B
$8.4K ﹤0.01%
131
BOX icon
540
Box
BOX
$3.7B
$8.38K ﹤0.01%
280
-190
GBTC icon
541
Grayscale Bitcoin Trust
GBTC
$38.1B
$8.34K ﹤0.01%
122
AMT icon
542
American Tower
AMT
$85.9B
$8.26K ﹤0.01%
47
-93
ARKF icon
543
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.09B
$8.15K ﹤0.01%
+171
BK icon
544
Bank of New York Mellon
BK
$83.5B
$8.13K ﹤0.01%
70
XMMO icon
545
Invesco S&P MidCap Momentum ETF
XMMO
$5.28B
$8.13K ﹤0.01%
59
AJG icon
546
Arthur J. Gallagher & Co
AJG
$66.4B
$8.02K ﹤0.01%
31
-8
DKS icon
547
Dick's Sporting Goods
DKS
$19.4B
$7.96K ﹤0.01%
40
SPHQ icon
548
Invesco S&P 500 Quality ETF
SPHQ
$15.5B
$7.96K ﹤0.01%
106
ETR icon
549
Entergy
ETR
$43.1B
$7.94K ﹤0.01%
86
+2
SONY icon
550
Sony
SONY
$144B
$7.86K ﹤0.01%
307
+258
20 21
22
23 24