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
$399M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.48M
3
+$1.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.75M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.51M

Top Sells

1
+$397K
2
+$386K
3
+$324K
4
AAPL icon
Apple
AAPL
+$276K
5
BABA icon
Alibaba
BABA
+$254K

Sector Composition

1 Technology 6.54%
2 Consumer Discretionary 3.24%
3 Communication Services 1.45%
4 Financials 1.4%
5 Energy 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CI icon
526
Cigna
CI
$72.7B
$8.46K ﹤0.01%
29
+26
EME icon
527
Emcor
EME
$31.3B
$8.45K ﹤0.01%
+13
GRMN icon
528
Garmin
GRMN
$40.7B
$8.38K ﹤0.01%
34
ETHE
529
Grayscale Ethereum Staking ETF Shares
ETHE
$3.69B
$8.33K ﹤0.01%
+243
ZBRA icon
530
Zebra Technologies
ZBRA
$12.7B
$8.32K ﹤0.01%
28
-1
CIBR icon
531
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.8B
$8.29K ﹤0.01%
109
ARKQ icon
532
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.06B
$8.26K ﹤0.01%
+74
EW icon
533
Edwards Lifesciences
EW
$48.9B
$8.12K ﹤0.01%
104
+17
EZU icon
534
iShare MSCI Eurozone ETF
EZU
$9.35B
$8.12K ﹤0.01%
131
UBS icon
535
UBS Group
UBS
$148B
$8.04K ﹤0.01%
196
+168
FCX icon
536
Freeport-McMoran
FCX
$84.3B
$8K ﹤0.01%
204
-7
DHI icon
537
D.R. Horton
DHI
$45.4B
$7.98K ﹤0.01%
47
+2
XMMO icon
538
Invesco S&P MidCap Momentum ETF
XMMO
$5.28B
$7.94K ﹤0.01%
59
RPG icon
539
Invesco S&P 500 Pure Growth ETF
RPG
$1.64B
$7.92K ﹤0.01%
+166
EOG icon
540
EOG Resources
EOG
$57.1B
$7.9K ﹤0.01%
70
-2
VCSH icon
541
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$7.89K ﹤0.01%
99
-928
ROST icon
542
Ross Stores
ROST
$62.2B
$7.87K ﹤0.01%
52
ETR icon
543
Entergy
ETR
$43.1B
$7.83K ﹤0.01%
84
+1
TYG
544
Tortoise Energy Infrastructure Corp
TYG
$943M
$7.78K ﹤0.01%
+181
SPHQ icon
545
Invesco S&P 500 Quality ETF
SPHQ
$15.5B
$7.77K ﹤0.01%
106
ASUR icon
546
Asure Software
ASUR
$278M
$7.76K ﹤0.01%
946
VISN
547
Vistance Networks, Inc. Common Stock
VISN
$4.12B
$7.74K ﹤0.01%
+500
LEN icon
548
Lennar Class A
LEN
$29.3B
$7.73K ﹤0.01%
61
+3
IJT icon
549
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.7B
$7.65K ﹤0.01%
54
+45
ALGN icon
550
Align Technology
ALGN
$12.3B
$7.64K ﹤0.01%
61
-3
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