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
AIQ icon
626
Global X Artificial Intelligence & Technology ETF
AIQ
$7.04B
$5.43K ﹤0.01%
110
IDXX icon
627
Idexx Laboratories
IDXX
$58.5B
$5.43K ﹤0.01%
9
-12
ZM icon
628
Zoom
ZM
$25B
$5.36K ﹤0.01%
65
CPRT icon
629
Copart
CPRT
$37.7B
$5.35K ﹤0.01%
119
BBY icon
630
Best Buy
BBY
$15.7B
$5.31K ﹤0.01%
70
-8
SFY icon
631
SoFi Select 500 ETF
SFY
$556M
$5.3K ﹤0.01%
41
CDW icon
632
CDW
CDW
$18.8B
$5.28K ﹤0.01%
33
+6
BAX icon
633
Baxter International
BAX
$9.68B
$5.22K ﹤0.01%
229
MGM icon
634
MGM Resorts International
MGM
$9.67B
$5.2K ﹤0.01%
+150
ES icon
635
Eversource Energy
ES
$24.9B
$5.19K ﹤0.01%
73
KHC icon
636
Kraft Heinz
KHC
$29.5B
$5.19K ﹤0.01%
199
-1,239
PNQI icon
637
Invesco NASDAQ Internet ETF
PNQI
$774M
$5.14K ﹤0.01%
92
MSCI icon
638
MSCI
MSCI
$41.1B
$5.11K ﹤0.01%
9
DXPE icon
639
DXP Enterprises
DXPE
$1.51B
$5K ﹤0.01%
+42
VTR icon
640
Ventas
VTR
$37.6B
$4.97K ﹤0.01%
71
TRGP icon
641
Targa Resources
TRGP
$36.9B
$4.94K ﹤0.01%
29
VMC icon
642
Vulcan Materials
VMC
$38.3B
$4.93K ﹤0.01%
16
CNC icon
643
Centene
CNC
$19.1B
$4.92K ﹤0.01%
138
+20
UAL icon
644
United Airlines
UAL
$33.8B
$4.92K ﹤0.01%
51
+1
ULTA icon
645
Ulta Beauty
ULTA
$24.6B
$4.92K ﹤0.01%
9
MTD icon
646
Mettler-Toledo International
MTD
$29.6B
$4.91K ﹤0.01%
4
RZG icon
647
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$105M
$4.9K ﹤0.01%
+90
AME icon
648
Ametek
AME
$45.4B
$4.89K ﹤0.01%
26
-3
ROK icon
649
Rockwell Automation
ROK
$43.9B
$4.88K ﹤0.01%
14
+1
IART icon
650
Integra LifeSciences
IART
$1.03B
$4.84K ﹤0.01%
338