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
WTW icon
576
Willis Towers Watson
WTW
$28B
$8.95K ﹤0.01%
31
+5
FHLC icon
577
Fidelity MSCI Health Care Index ETF
FHLC
$2.86B
$8.91K ﹤0.01%
127
-144
ALLY icon
578
Ally Financial
ALLY
$14B
$8.91K ﹤0.01%
227
+77
PCAR icon
579
PACCAR
PCAR
$66.4B
$8.9K ﹤0.01%
77
-25
LULU icon
580
lululemon athletica
LULU
$19.3B
$8.88K ﹤0.01%
58
+7
ALL icon
581
Allstate
ALL
$55.8B
$8.87K ﹤0.01%
43
+16
TSCO icon
582
Tractor Supply
TSCO
$23.7B
$8.78K ﹤0.01%
194
-9
PVAL icon
583
Putnam Focused Large Cap Value ETF
PVAL
$9.54B
$8.72K ﹤0.01%
+188
JD icon
584
JD.com
JD
$43.2B
$8.69K ﹤0.01%
294
-7
MTB icon
585
M&T Bank
MTB
$32.1B
$8.69K ﹤0.01%
42
+18
CTVA icon
586
Corteva
CTVA
$53.9B
$8.67K ﹤0.01%
104
+15
FTNT icon
587
Fortinet
FTNT
$60.6B
$8.65K ﹤0.01%
106
-4
NXPI icon
588
NXP Semiconductors
NXPI
$54.6B
$8.59K ﹤0.01%
44
+10
DASH icon
589
DoorDash
DASH
$79.9B
$8.58K ﹤0.01%
57
+4
XLY icon
590
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$8.5K ﹤0.01%
78
IDV icon
591
iShares International Select Dividend ETF
IDV
$8.36B
$8.43K ﹤0.01%
198
-180
HPE icon
592
Hewlett Packard
HPE
$35.1B
$8.42K ﹤0.01%
354
+1
AZO icon
593
AutoZone
AZO
$58.9B
$8.41K ﹤0.01%
2
BK icon
594
Bank of New York Mellon
BK
$92.7B
$8.31K ﹤0.01%
70
IBIT icon
595
iShares Bitcoin Trust
IBIT
$60.9B
$8.31K ﹤0.01%
216
+42
BBY icon
596
Best Buy
BBY
$13.7B
$8.3K ﹤0.01%
129
+59
EW icon
597
Edwards Lifesciences
EW
$46.7B
$8.28K ﹤0.01%
103
FIX icon
598
Comfort Systems
FIX
$58.1B
$8.27K ﹤0.01%
6
-2
DPST icon
599
Direxion Daily Regional Banks Bull 3X ETF
DPST
$552M
$8.27K ﹤0.01%
86
PHM icon
600
Pultegroup
PHM
$24.2B
$8.23K ﹤0.01%
70
+20
22 23
24
25 26