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
$427M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,507
New
Increased
Reduced
Closed

Top Buys

1 +$4.35M
2 +$3.34M
3 +$1.79M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.42M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M

Top Sells

1 +$151K
2 +$146K
3 +$143K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$131K
5
CPS icon
Cooper-Standard Automotive
CPS
+$116K

Sector Composition

1 Technology 7.09%
2 Consumer Discretionary 3.23%
3 Communication Services 1.44%
4 Financials 1.32%
5 Industrials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ETHE
626
Grayscale Ethereum Staking ETF Shares
ETHE
$1.96B
$5.92K ﹤0.01%
243
UAL icon
627
United Airlines
UAL
$29.6B
$5.88K ﹤0.01%
53
+2
PHM icon
628
Pultegroup
PHM
$25B
$5.86K ﹤0.01%
50
ROK icon
629
Rockwell Automation
ROK
$45.9B
$5.84K ﹤0.01%
15
+1
A icon
630
Agilent Technologies
A
$32.3B
$5.84K ﹤0.01%
43
+6
GDX icon
631
VanEck Gold Miners ETF
GDX
$28.7B
$5.83K ﹤0.01%
+68
ROP icon
632
Roper Technologies
ROP
$37.2B
$5.79K ﹤0.01%
13
STT icon
633
State Street
STT
$41.9B
$5.79K ﹤0.01%
45
+3
AME icon
634
Ametek
AME
$53.8B
$5.79K ﹤0.01%
28
+2
IAI icon
635
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.54B
$5.74K ﹤0.01%
32
AZZ icon
636
AZZ Inc
AZZ
$4.38B
$5.68K ﹤0.01%
53
-30
EXPE icon
637
Expedia Group
EXPE
$30.7B
$5.67K ﹤0.01%
20
ULTA icon
638
Ulta Beauty
ULTA
$24.7B
$5.66K ﹤0.01%
9
VIOO icon
639
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.69B
$5.65K ﹤0.01%
51
+1
AMLP icon
640
Alerian MLP ETF
AMLP
$12.1B
$5.63K ﹤0.01%
120
+3
ZM icon
641
Zoom
ZM
$26.5B
$5.61K ﹤0.01%
65
AIQ icon
642
Global X Artificial Intelligence & Technology ETF
AIQ
$8.26B
$5.59K ﹤0.01%
110
EXC icon
643
Exelon
EXC
$47.8B
$5.59K ﹤0.01%
128
+7
ALL icon
644
Allstate
ALL
$55.9B
$5.57K ﹤0.01%
27
ATO icon
645
Atmos Energy
ATO
$31.1B
$5.54K ﹤0.01%
33
HSBC icon
646
HSBC
HSBC
$307B
$5.51K ﹤0.01%
70
+44
VTR icon
647
Ventas
VTR
$39.4B
$5.5K ﹤0.01%
71
MGM icon
648
MGM Resorts International
MGM
$9.96B
$5.47K ﹤0.01%
150
AMUU
649
Direxion Daily AMD Bull 2X ETF
AMUU
$58.5M
$5.47K ﹤0.01%
+100
TER icon
650
Teradyne
TER
$62.8B
$5.45K ﹤0.01%
28
+1