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
ODFL icon
526
Old Dominion Freight Line
ODFL
$31.6B
$6.33K ﹤0.01%
39
+13
HYD icon
527
VanEck High Yield Muni ETF
HYD
$3.68B
$6.33K ﹤0.01%
+126
NC icon
528
NACCO Industries
NC
$347M
$6.29K ﹤0.01%
142
CLX icon
529
Clorox
CLX
$12.8B
$6.23K ﹤0.01%
52
-14
IPGP icon
530
IPG Photonics
IPGP
$3.48B
$6.18K ﹤0.01%
90
AEP icon
531
American Electric Power
AEP
$63.1B
$6.13K ﹤0.01%
59
CRSP icon
532
CRISPR Therapeutics
CRSP
$5.34B
$6.08K ﹤0.01%
125
HPQ icon
533
HP
HPQ
$23.6B
$5.98K ﹤0.01%
245
-202
APPN icon
534
Appian
APPN
$2.91B
$5.97K ﹤0.01%
200
WDC icon
535
Western Digital
WDC
$53.2B
$5.95K ﹤0.01%
93
-33
FANG icon
536
Diamondback Energy
FANG
$45.4B
$5.95K ﹤0.01%
43
-50
HIG icon
537
Hartford Financial Services
HIG
$37.1B
$5.94K ﹤0.01%
47
BK icon
538
Bank of New York Mellon
BK
$78.9B
$5.92K ﹤0.01%
65
MGC icon
539
Vanguard Mega Cap 300 Index ETF
MGC
$9.07B
$5.85K ﹤0.01%
26
-32
ALLY icon
540
Ally Financial
ALLY
$12.9B
$5.84K ﹤0.01%
150
CPRT icon
541
Copart
CPRT
$37.6B
$5.84K ﹤0.01%
119
-3
DHI icon
542
D.R. Horton
DHI
$48.2B
$5.82K ﹤0.01%
45
-1
USMV icon
543
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$5.82K ﹤0.01%
+62
ACWI icon
544
iShares MSCI ACWI ETF
ACWI
$24.4B
$5.79K ﹤0.01%
45
WEC icon
545
WEC Energy
WEC
$34.9B
$5.75K ﹤0.01%
55
CHTR icon
546
Charter Communications
CHTR
$25.9B
$5.72K ﹤0.01%
14
-1
RUM icon
547
Rumble
RUM
$2.58B
$5.7K ﹤0.01%
635
FE icon
548
FirstEnergy
FE
$26.1B
$5.68K ﹤0.01%
141
+73
VOOV icon
549
Vanguard S&P 500 Value ETF
VOOV
$5.9B
$5.66K ﹤0.01%
+30
AMLP icon
550
Alerian MLP ETF
AMLP
$10.6B
$5.62K ﹤0.01%
115
+2
20 21
22
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