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
$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
BK icon
551
Bank of New York Mellon
BK
$78.2B
$7.63K ﹤0.01%
70
+5
TRUP icon
552
Trupanion
TRUP
$1.51B
$7.62K ﹤0.01%
176
PCAR icon
553
PACCAR
PCAR
$55.6B
$7.58K ﹤0.01%
77
+1
NXPI icon
554
NXP Semiconductors
NXPI
$54.2B
$7.57K ﹤0.01%
33
+2
FTNT icon
555
Fortinet
FTNT
$61.7B
$7.53K ﹤0.01%
90
-7
DWM icon
556
WisdomTree International Equity Fund
DWM
$619M
$7.48K ﹤0.01%
+113
FICO icon
557
Fair Isaac
FICO
$42.2B
$7.48K ﹤0.01%
5
ENB icon
558
Enbridge
ENB
$105B
$7.42K ﹤0.01%
+147
CAH icon
559
Cardinal Health
CAH
$48.7B
$7.32K ﹤0.01%
47
+1
VSS icon
560
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.66B
$7.31K ﹤0.01%
+51
VLTO icon
561
Veralto
VLTO
$25.3B
$7.25K ﹤0.01%
68
VST icon
562
Vistra
VST
$58.5B
$7.17K ﹤0.01%
37
-8
ARCB icon
563
ArcBest
ARCB
$1.46B
$7.17K ﹤0.01%
103
+1
XSMO icon
564
Invesco S&P SmallCap Momentum ETF
XSMO
$2.02B
$7.15K ﹤0.01%
97
GWW icon
565
W.W. Grainger
GWW
$45.7B
$7.14K ﹤0.01%
7
CMI icon
566
Cummins
CMI
$69.2B
$7.14K ﹤0.01%
17
+1
IPGP icon
567
IPG Photonics
IPGP
$3.43B
$7.13K ﹤0.01%
90
TRMB icon
568
Trimble
TRMB
$19.6B
$7.1K ﹤0.01%
87
-4
MOH icon
569
Molina Healthcare
MOH
$7.5B
$7.08K ﹤0.01%
37
+13
VIGI icon
570
Vanguard International Dividend Appreciation ETF
VIGI
$8.91B
$7.01K ﹤0.01%
+78
KDP icon
571
Keurig Dr Pepper
KDP
$38.2B
$6.95K ﹤0.01%
272
-14
SU icon
572
Suncor Energy
SU
$52.8B
$6.94K ﹤0.01%
166
+116
USHY icon
573
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$6.76K ﹤0.01%
+179
WBD icon
574
Warner Bros
WBD
$60.8B
$6.72K ﹤0.01%
344
+13
DTH icon
575
WisdomTree International High Dividend Fund
DTH
$504M
$6.68K ﹤0.01%
+136
21 22
23
24 25