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
GBTC icon
601
Grayscale Bitcoin Trust
GBTC
$30.8B
$8.23K ﹤0.01%
156
+34
UUUU icon
602
Energy Fuels
UUUU
$4.95B
$8.21K ﹤0.01%
450
EZU icon
603
iShare MSCI Eurozone ETF
EZU
$9.77B
$8.21K ﹤0.01%
131
GWW icon
604
W.W. Grainger
GWW
$55B
$8.17K ﹤0.01%
7
TIP icon
605
iShares TIPS Bond ETF
TIP
$14.2B
$8.17K ﹤0.01%
+74
ASUR icon
606
Asure Software
ASUR
$262M
$8.14K ﹤0.01%
946
NRG icon
607
NRG Energy
NRG
$35.6B
$8.1K ﹤0.01%
55
+15
CVNA icon
608
Carvana
CVNA
$55.4B
$8.09K ﹤0.01%
26
HOOD icon
609
Robinhood
HOOD
$81.7B
$7.98K ﹤0.01%
115
+14
DKS icon
610
Dick's Sporting Goods
DKS
$20B
$7.97K ﹤0.01%
40
WTV icon
611
WisdomTree US Value Fund
WTV
$2.71B
$7.96K ﹤0.01%
+84
MLM icon
612
Martin Marietta Materials
MLM
$37.5B
$7.92K ﹤0.01%
13
+3
DWM icon
613
WisdomTree International Equity Fund
DWM
$686M
$7.9K ﹤0.01%
113
FETH
614
Fidelity Ethereum Fund
FETH
$1.02B
$7.89K ﹤0.01%
378
BHP icon
615
BHP
BHP
$204B
$7.86K ﹤0.01%
108
-45
KD icon
616
Kyndryl
KD
$3.25B
$7.85K ﹤0.01%
598
KBH icon
617
KB Home
KBH
$3.4B
$7.76K ﹤0.01%
+150
BP icon
618
BP
BP
$115B
$7.75K ﹤0.01%
165
-53
AON icon
619
Aon
AON
$71.1B
$7.75K ﹤0.01%
24
TER icon
620
Teradyne
TER
$59.6B
$7.75K ﹤0.01%
26
-2
AEP icon
621
American Electric Power
AEP
$72.7B
$7.75K ﹤0.01%
59
VIGI icon
622
Vanguard International Dividend Appreciation ETF
VIGI
$8.93B
$7.73K ﹤0.01%
87
+9
OC icon
623
Owens Corning
OC
$9.87B
$7.68K ﹤0.01%
71
+38
CVLG icon
624
Covenant Logistics
CVLG
$765M
$7.63K ﹤0.01%
281
+1
NUDM icon
625
Nuveen ESG International Developed Markets Equity ETF
NUDM
$682M
$7.58K ﹤0.01%
210
23 24
25
26 27