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
APO icon
576
Apollo Global Management
APO
$76.7B
$6.68K ﹤0.01%
50
IYE icon
577
iShares US Energy ETF
IYE
$1.13B
$6.65K ﹤0.01%
+140
PHM icon
578
Pultegroup
PHM
$24.7B
$6.61K ﹤0.01%
50
ESGD icon
579
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$6.6K ﹤0.01%
+71
AWK icon
580
American Water Works
AWK
$25.5B
$6.52K ﹤0.01%
47
+1
ACHR icon
581
Archer Aviation
ACHR
$5.62B
$6.51K ﹤0.01%
680
CLX icon
582
Clorox
CLX
$12.9B
$6.5K ﹤0.01%
53
+1
RF icon
583
Regions Financial
RF
$22.3B
$6.49K ﹤0.01%
246
+14
ROP icon
584
Roper Technologies
ROP
$47.8B
$6.49K ﹤0.01%
13
FE icon
585
FirstEnergy
FE
$26.4B
$6.47K ﹤0.01%
141
VRSN icon
586
VeriSign
VRSN
$23.5B
$6.43K ﹤0.01%
23
RSG icon
587
Republic Services
RSG
$65.8B
$6.43K ﹤0.01%
28
FANG icon
588
Diamondback Energy
FANG
$44.7B
$6.42K ﹤0.01%
45
+2
HYD icon
589
VanEck High Yield Muni ETF
HYD
$3.67B
$6.41K ﹤0.01%
126
NRG icon
590
NRG Energy
NRG
$31.4B
$6.32K ﹤0.01%
39
+12
JBL icon
591
Jabil
JBL
$22.7B
$6.32K ﹤0.01%
29
IT icon
592
Gartner
IT
$16.5B
$6.31K ﹤0.01%
24
+7
SRE icon
593
Sempra
SRE
$59.4B
$6.31K ﹤0.01%
70
+1
MLM icon
594
Martin Marietta Materials
MLM
$36.7B
$6.3K ﹤0.01%
10
MODL icon
595
VictoryShares WestEnd US Sector ETF
MODL
$706M
$6.29K ﹤0.01%
+136
HIG icon
596
Hartford Financial Services
HIG
$37.6B
$6.25K ﹤0.01%
47
WEC icon
597
WEC Energy
WEC
$35.2B
$6.21K ﹤0.01%
54
-1
GEHC icon
598
GE HealthCare
GEHC
$36.5B
$6.21K ﹤0.01%
83
-37
VLO icon
599
Valero Energy
VLO
$54.5B
$6.18K ﹤0.01%
36
+2
PWR icon
600
Quanta Services
PWR
$67.8B
$6.14K ﹤0.01%
15
+1