AWM

Abound Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,621
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.69M
3
+$2.23M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.29M

Top Sells

1
+$421K
2
+$293K
3
+$172K
4
FELG icon
Fidelity Enhanced Large Cap Growth ETF
FELG
+$129K
5
AFL icon
Aflac
AFL
+$103K

Sector Composition

1 Technology 6.27%
2 Consumer Discretionary 2.71%
3 Financials 1.43%
4 Communication Services 1.33%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VONE icon
551
Vanguard Russell 1000 ETF
VONE
$7.6B
$10K ﹤0.01%
+34
HDB icon
552
HDFC Bank
HDB
$141B
$10K ﹤0.01%
403
-28
BITB icon
553
Bitwise Bitcoin ETF
BITB
$2.97B
$10K ﹤0.01%
272
AJG icon
554
Arthur J. Gallagher & Co
AJG
$56.9B
$9.9K ﹤0.01%
46
+15
TTWO icon
555
Take-Two Interactive
TTWO
$39.3B
$9.88K ﹤0.01%
50
-1
EBAY icon
556
eBay
EBAY
$46.9B
$9.85K ﹤0.01%
108
EQIX icon
557
Equinix
EQIX
$107B
$9.82K ﹤0.01%
10
ZTS icon
558
Zoetis
ZTS
$51.5B
$9.82K ﹤0.01%
83
+12
PBJ icon
559
Invesco Food & Beverage ETF
PBJ
$91.4M
$9.79K ﹤0.01%
200
VRNS icon
560
Varonis Systems
VRNS
$2.84B
$9.79K ﹤0.01%
456
NDAQ icon
561
Nasdaq
NDAQ
$50.4B
$9.75K ﹤0.01%
115
VRSN icon
562
VeriSign
VRSN
$25B
$9.69K ﹤0.01%
39
+8
F icon
563
Ford
F
$51.6B
$9.69K ﹤0.01%
839
-179
NBIS
564
Nebius Group N.V.
NBIS
$39.8B
$9.55K ﹤0.01%
92
-1
MBB icon
565
iShares MBS ETF
MBB
$39B
$9.43K ﹤0.01%
+99
SGOL icon
566
abrdn Physical Gold Shares ETF
SGOL
$8.29B
$9.33K ﹤0.01%
+209
TJAN
567
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$33.3M
$9.32K ﹤0.01%
+344
CIEN icon
568
Ciena
CIEN
$71.7B
$9.32K ﹤0.01%
24
+7
ZJAN
569
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$116M
$9.3K ﹤0.01%
+341
COIN icon
570
Coinbase
COIN
$54.5B
$9.26K ﹤0.01%
53
+3
ADSK icon
571
Autodesk
ADSK
$51.1B
$9.07K ﹤0.01%
38
TM icon
572
Toyota
TM
$283B
$9.07K ﹤0.01%
44
-7
AIG icon
573
American International
AIG
$42.1B
$9.04K ﹤0.01%
120
TYG
574
Tortoise Energy Infrastructure Corp
TYG
$998M
$9K ﹤0.01%
181
SPMD icon
575
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.9B
$8.97K ﹤0.01%
+151
21 22
23
24 25