AWM

Abound Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
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 +$4.37M
2 +$3.32M
3 +$1.76M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.43M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.1M

Top Sells

1 +$163K
2 +$157K
3 +$149K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$132K
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
NUEM icon
651
Nuveen ESG Emerging Markets Equity ETF
NUEM
$343M
$5.44K ﹤0.01%
+153
TRGP icon
652
Targa Resources
TRGP
$39.8B
$5.44K ﹤0.01%
29
SFY icon
653
SoFi Select 500 ETF
SFY
$576M
$5.42K ﹤0.01%
41
ROBN
654
T-Rex 2X Long HOOD Daily Target ETF
ROBN
$147M
$5.41K ﹤0.01%
+100
GPC icon
655
Genuine Parts
GPC
$19B
$5.29K ﹤0.01%
43
+27
BKR icon
656
Baker Hughes
BKR
$51.1B
$5.24K ﹤0.01%
115
CLX icon
657
Clorox
CLX
$13.4B
$5.23K ﹤0.01%
52
-1
MOH icon
658
Molina Healthcare
MOH
$9.84B
$5.21K ﹤0.01%
30
-7
EL icon
659
Estee Lauder
EL
$41.5B
$5.13K ﹤0.01%
49
ACHR icon
660
Archer Aviation
ACHR
$6.5B
$5.11K ﹤0.01%
680
FBND icon
661
Fidelity Total Bond ETF
FBND
$23.6B
$5.09K ﹤0.01%
111
+66
FLTB icon
662
Fidelity Limited Term Bond ETF
FLTB
$340M
$5.07K ﹤0.01%
+100
YUMC icon
663
Yum China
YUMC
$16.8B
$5.06K ﹤0.01%
106
ES icon
664
Eversource Energy
ES
$26.3B
$5.06K ﹤0.01%
75
+2
SGOV icon
665
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.3B
$5.05K ﹤0.01%
+50
SYF icon
666
Synchrony
SYF
$28.9B
$5.05K ﹤0.01%
61
+6
MUU
667
Direxion Daily MU Bull 2X Shares
MUU
$798M
$5.04K ﹤0.01%
+50
BLD icon
668
TopBuild
BLD
$13.9B
$5.01K ﹤0.01%
12
EA icon
669
Electronic Arts
EA
$51.1B
$5K ﹤0.01%
24
+1
FSYD icon
670
Fidelity Sustainable High Yield ETF
FSYD
$88.1M
$4.99K ﹤0.01%
+103
PNQI icon
671
Invesco NASDAQ Internet ETF
PNQI
$742M
$4.96K ﹤0.01%
92
HE icon
672
Hawaiian Electric Industries
HE
$2.49B
$4.92K ﹤0.01%
400
WAB icon
673
Wabtec
WAB
$39.3B
$4.91K ﹤0.01%
23
+3
NUE icon
674
Nucor
NUE
$39.9B
$4.9K ﹤0.01%
30
CART icon
675
Maplebear
CART
$10.3B
$4.89K ﹤0.01%
109