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
VIGI icon
576
Vanguard International Dividend Appreciation ETF
VIGI
$9.26B
$7.16K ﹤0.01%
78
APPN icon
577
Appian
APPN
$2.11B
$7.08K ﹤0.01%
200
ENB icon
578
Enbridge
ENB
$104B
$7.03K ﹤0.01%
147
XSMO icon
579
Invesco S&P SmallCap Momentum ETF
XSMO
$2.22B
$6.99K ﹤0.01%
97
MUFG icon
580
Mitsubishi UFJ Financial
MUFG
$214B
$6.98K ﹤0.01%
+440
XBI icon
581
State Street SPDR S&P Biotech ETF
XBI
$8.67B
$6.97K ﹤0.01%
+57
NC icon
582
NACCO Industries
NC
$345M
$6.96K ﹤0.01%
142
GDXJ icon
583
VanEck Junior Gold Miners ETF
GDXJ
$10.5B
$6.94K ﹤0.01%
+61
IR icon
584
Ingersoll Rand
IR
$34.8B
$6.94K ﹤0.01%
88
+37
GRMN icon
585
Garmin
GRMN
$40.7B
$6.9K ﹤0.01%
34
AEP icon
586
American Electric Power
AEP
$64.1B
$6.82K ﹤0.01%
59
-33
TRMB icon
587
Trimble
TRMB
$17.6B
$6.82K ﹤0.01%
87
CDW icon
588
CDW
CDW
$17.2B
$6.81K ﹤0.01%
50
+17
UL icon
589
Unilever
UL
$141B
$6.8K ﹤0.01%
104
-194
ZBRA icon
590
Zebra Technologies
ZBRA
$12.7B
$6.8K ﹤0.01%
28
ALLY icon
591
Ally Financial
ALLY
$13.4B
$6.79K ﹤0.01%
150
VLTO icon
592
Veralto
VLTO
$25.5B
$6.79K ﹤0.01%
68
SU icon
593
Suncor Energy
SU
$59.8B
$6.79K ﹤0.01%
153
-13
DHI icon
594
D.R. Horton
DHI
$45.4B
$6.78K ﹤0.01%
47
AZO icon
595
AutoZone
AZO
$58.4B
$6.78K ﹤0.01%
2
SIVR icon
596
abrdn Physical Silver Shares ETF
SIVR
$6.61B
$6.76K ﹤0.01%
+100
RF icon
597
Regions Financial
RF
$24.1B
$6.67K ﹤0.01%
246
FANG icon
598
Diamondback Energy
FANG
$43.3B
$6.63K ﹤0.01%
44
-1
JBL icon
599
Jabil
JBL
$26.5B
$6.63K ﹤0.01%
29
PWR icon
600
Quanta Services
PWR
$69.6B
$6.62K ﹤0.01%
16
+1
22 23
24
25 26