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
CIBR icon
551
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
$7.79K ﹤0.01%
109
NBIS
552
Nebius Group N.V.
NBIS
$27.4B
$7.79K ﹤0.01%
+93
DWM icon
553
WisdomTree International Equity Fund
DWM
$653M
$7.77K ﹤0.01%
113
RPG icon
554
Invesco S&P 500 Pure Growth ETF
RPG
$1.64B
$7.75K ﹤0.01%
166
AIT icon
555
Applied Industrial Technologies
AIT
$10.6B
$7.75K ﹤0.01%
+30
BIDU icon
556
Baidu
BIDU
$51.4B
$7.71K ﹤0.01%
59
+55
EQIX icon
557
Equinix
EQIX
$78.7B
$7.67K ﹤0.01%
10
-24
ARCB icon
558
ArcBest
ARCB
$2.04B
$7.63K ﹤0.01%
103
KDP icon
559
Keurig Dr Pepper
KDP
$37.2B
$7.63K ﹤0.01%
272
NUDM icon
560
Nuveen ESG International Developed Markets Equity ETF
NUDM
$635M
$7.61K ﹤0.01%
+210
IREN icon
561
Iris Energy
IREN
$19B
$7.59K ﹤0.01%
+201
BP icon
562
BP
BP
$90.9B
$7.57K ﹤0.01%
218
+194
GWW icon
563
W.W. Grainger
GWW
$50.8B
$7.56K ﹤0.01%
7
CI icon
564
Cigna
CI
$72.7B
$7.52K ﹤0.01%
27
-2
VRSN icon
565
VeriSign
VRSN
$23.1B
$7.49K ﹤0.01%
31
+8
FIX icon
566
Comfort Systems
FIX
$39.5B
$7.47K ﹤0.01%
+8
NXPI icon
567
NXP Semiconductors
NXPI
$59.7B
$7.42K ﹤0.01%
34
+1
AXON icon
568
Axon Enterprise
AXON
$50.5B
$7.38K ﹤0.01%
13
-4
TYG
569
Tortoise Energy Infrastructure Corp
TYG
$943M
$7.38K ﹤0.01%
181
EOG icon
570
EOG Resources
EOG
$57.1B
$7.37K ﹤0.01%
70
PLTU
571
Direxion Daily PLTR Bull 2X Shares
PLTU
$462M
$7.35K ﹤0.01%
+100
APO icon
572
Apollo Global Management
APO
$83.5B
$7.26K ﹤0.01%
50
O icon
573
Realty Income
O
$56.4B
$7.22K ﹤0.01%
128
-139
BMNR
574
BitMine Immersion Technologies
BMNR
$14.2B
$7.22K ﹤0.01%
+266
IBKR icon
575
Interactive Brokers
IBKR
$32.7B
$7.21K ﹤0.01%
+112
21 22
23
24 25