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
LHX icon
601
L3Harris
LHX
$51.2B
$6.12K ﹤0.01%
20
APPN icon
602
Appian
APPN
$3.02B
$6.11K ﹤0.01%
200
CVLG icon
603
Covenant Logistics
CVLG
$518M
$6.06K ﹤0.01%
280
+1
CTVA icon
604
Corteva
CTVA
$44.3B
$6.05K ﹤0.01%
89
VOOV icon
605
Vanguard S&P 500 Value ETF
VOOV
$5.87B
$5.99K ﹤0.01%
30
NC icon
606
NACCO Industries
NC
$326M
$5.98K ﹤0.01%
142
HPQ icon
607
HP
HPQ
$23.5B
$5.93K ﹤0.01%
218
-27
XEL icon
608
Xcel Energy
XEL
$46.8B
$5.91K ﹤0.01%
73
+4
USMV icon
609
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$5.9K ﹤0.01%
62
ALLY icon
610
Ally Financial
ALLY
$12.7B
$5.88K ﹤0.01%
150
ODFL icon
611
Old Dominion Freight Line
ODFL
$29.6B
$5.81K ﹤0.01%
41
+2
ALL icon
612
Allstate
ALL
$54.7B
$5.75K ﹤0.01%
27
+1
IAI icon
613
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.5B
$5.66K ﹤0.01%
32
GIS icon
614
General Mills
GIS
$24.5B
$5.65K ﹤0.01%
112
+35
ATO icon
615
Atmos Energy
ATO
$27.5B
$5.64K ﹤0.01%
33
CDE icon
616
Coeur Mining
CDE
$10.6B
$5.63K ﹤0.01%
+300
BKR icon
617
Baker Hughes
BKR
$48.8B
$5.61K ﹤0.01%
115
GSLC icon
618
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$5.6K ﹤0.01%
+43
KGC icon
619
Kinross Gold
KGC
$33.2B
$5.59K ﹤0.01%
+225
VICI icon
620
VICI Properties
VICI
$30.4B
$5.58K ﹤0.01%
171
VIOO icon
621
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.05B
$5.55K ﹤0.01%
50
AMLP icon
622
Alerian MLP ETF
AMLP
$10.5B
$5.5K ﹤0.01%
117
+2
PRIM icon
623
Primoris Services
PRIM
$6.74B
$5.49K ﹤0.01%
+40
EXC icon
624
Exelon
EXC
$45.4B
$5.46K ﹤0.01%
121
+1
LNG icon
625
Cheniere Energy
LNG
$45B
$5.44K ﹤0.01%
23