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
F icon
551
Ford
F
$52.3B
$5.62K ﹤0.01%
518
+1
SPIB icon
552
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$5.61K ﹤0.01%
+167
LNG icon
553
Cheniere Energy
LNG
$44.8B
$5.6K ﹤0.01%
23
VICI icon
554
VICI Properties
VICI
$30.1B
$5.58K ﹤0.01%
171
MLM icon
555
Martin Marietta Materials
MLM
$37.1B
$5.49K ﹤0.01%
10
-3
FIS icon
556
Fidelity National Information Services
FIS
$34.1B
$5.46K ﹤0.01%
67
RF icon
557
Regions Financial
RF
$22.9B
$5.46K ﹤0.01%
+232
IAI icon
558
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.52B
$5.41K ﹤0.01%
32
PWR icon
559
Quanta Services
PWR
$68.1B
$5.29K ﹤0.01%
14
-2
MLR icon
560
Miller Industries
MLR
$437M
$5.29K ﹤0.01%
119
PHM icon
561
Pultegroup
PHM
$25.3B
$5.27K ﹤0.01%
50
+44
WAB icon
562
Wabtec
WAB
$36.5B
$5.26K ﹤0.01%
25
BBY icon
563
Best Buy
BBY
$15.8B
$5.25K ﹤0.01%
78
+5
CMI icon
564
Cummins
CMI
$69.9B
$5.25K ﹤0.01%
16
-4
AME icon
565
Ametek
AME
$45.6B
$5.25K ﹤0.01%
29
SRE icon
566
Sempra
SRE
$59.2B
$5.25K ﹤0.01%
69
+8
ALL icon
567
Allstate
ALL
$54.4B
$5.24K ﹤0.01%
26
EXC icon
568
Exelon
EXC
$45B
$5.23K ﹤0.01%
120
+105
MSCI icon
569
MSCI
MSCI
$41.2B
$5.19K ﹤0.01%
9
TRGP icon
570
Targa Resources
TRGP
$37.9B
$5.13K ﹤0.01%
29
-1
ATO icon
571
Atmos Energy
ATO
$27.6B
$5.09K ﹤0.01%
33
VIOO icon
572
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.09B
$5.08K ﹤0.01%
50
ZM icon
573
Zoom
ZM
$25.4B
$5.07K ﹤0.01%
65
STWD icon
574
Starwood Property Trust
STWD
$6.82B
$5.02K ﹤0.01%
250
-1
LHX icon
575
L3Harris
LHX
$51.4B
$5.02K ﹤0.01%
20
-9
21 22
23
24 25