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
$427M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,507
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.34M
3
+$1.79M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.42M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M

Top Sells

1
+$151K
2
+$146K
3
+$143K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$131K
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
$10.1B
$7.79K ﹤0.01%
109
NBIS
552
Nebius Group N.V.
NBIS
$41.2B
$7.79K ﹤0.01%
+93
DWM icon
553
WisdomTree International Equity Fund
DWM
$670M
$7.77K ﹤0.01%
113
RPG icon
554
Invesco S&P 500 Pure Growth ETF
RPG
$1.84B
$7.75K ﹤0.01%
166
AIT icon
555
Applied Industrial Technologies
AIT
$11B
$7.75K ﹤0.01%
+30
BIDU icon
556
Baidu
BIDU
$41.7B
$7.71K ﹤0.01%
59
+55
EQIX icon
557
Equinix
EQIX
$110B
$7.67K ﹤0.01%
10
-24
ARCB icon
558
ArcBest
ARCB
$2.68B
$7.63K ﹤0.01%
103
KDP icon
559
Keurig Dr Pepper
KDP
$38.3B
$7.63K ﹤0.01%
272
NUDM icon
560
Nuveen ESG International Developed Markets Equity ETF
NUDM
$670M
$7.61K ﹤0.01%
+210
IREN icon
561
Iris Energy
IREN
$17.1B
$7.59K ﹤0.01%
+201
BP icon
562
BP
BP
$119B
$7.57K ﹤0.01%
218
+194
GWW icon
563
W.W. Grainger
GWW
$55.7B
$7.56K ﹤0.01%
7
CI icon
564
Cigna
CI
$73.1B
$7.52K ﹤0.01%
27
-2
VRSN icon
565
VeriSign
VRSN
$24.5B
$7.49K ﹤0.01%
31
+8
FIX icon
566
Comfort Systems
FIX
$62B
$7.47K ﹤0.01%
+8
NXPI icon
567
NXP Semiconductors
NXPI
$60.8B
$7.42K ﹤0.01%
34
+1
AXON icon
568
Axon Enterprise
AXON
$30.6B
$7.38K ﹤0.01%
13
-4
TYG
569
Tortoise Energy Infrastructure Corp
TYG
$1.03B
$7.38K ﹤0.01%
181
EOG icon
570
EOG Resources
EOG
$71.5B
$7.37K ﹤0.01%
70
PLTU
571
Direxion Daily PLTR Bull 2X ETF
PLTU
$556M
$7.35K ﹤0.01%
+100
APO icon
572
Apollo Global Management
APO
$72.6B
$7.26K ﹤0.01%
50
O icon
573
Realty Income
O
$59.6B
$7.22K ﹤0.01%
128
-139
BMNR
574
BitMine Immersion Technologies
BMNR
$12.1B
$7.22K ﹤0.01%
+266
IBKR icon
575
Interactive Brokers
IBKR
$34.5B
$7.21K ﹤0.01%
+112
21 22
23
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