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
$354M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,351
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$2.42M
3
+$1.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.67M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.6M

Top Sells

1
+$2.65M
2
+$2.26M
3
+$724K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$546K
5
NSC icon
Norfolk Southern
NSC
+$422K

Sector Composition

1 Technology 6.34%
2 Consumer Discretionary 2.97%
3 Financials 1.46%
4 Communication Services 1.39%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSIC icon
651
Henry Schein
HSIC
$8.58B
$3.65K ﹤0.01%
50
+42
EFX icon
652
Equifax
EFX
$25.9B
$3.63K ﹤0.01%
14
PXH icon
653
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.73B
$3.6K ﹤0.01%
+154
ADM icon
654
Archer Daniels Midland
ADM
$29.4B
$3.59K ﹤0.01%
68
TSCO icon
655
Tractor Supply
TSCO
$28.5B
$3.59K ﹤0.01%
68
AKAM icon
656
Akamai
AKAM
$12.5B
$3.59K ﹤0.01%
45
+25
STLD icon
657
Steel Dynamics
STLD
$24.5B
$3.58K ﹤0.01%
28
-4
RJF icon
658
Raymond James Financial
RJF
$31B
$3.53K ﹤0.01%
23
AVB icon
659
AvalonBay Communities
AVB
$25.8B
$3.46K ﹤0.01%
17
DKNG icon
660
DraftKings
DKNG
$17.3B
$3.43K ﹤0.01%
80
ROL icon
661
Rollins
ROL
$29.2B
$3.39K ﹤0.01%
60
EXPE icon
662
Expedia Group
EXPE
$32.3B
$3.37K ﹤0.01%
20
MPWR icon
663
Monolithic Power Systems
MPWR
$45B
$3.37K ﹤0.01%
5
-1
DD icon
664
DuPont de Nemours
DD
$16.7B
$3.37K ﹤0.01%
117
-77
TPR icon
665
Tapestry
TPR
$22.8B
$3.34K ﹤0.01%
+38
HSY icon
666
Hershey
HSY
$37.4B
$3.33K ﹤0.01%
20
LYB icon
667
LyondellBasell Industries
LYB
$15.5B
$3.31K ﹤0.01%
57
MKC icon
668
McCormick & Company Non-Voting
MKC
$17.6B
$3.3K ﹤0.01%
44
-13
PFG icon
669
Principal Financial Group
PFG
$18.5B
$3.26K ﹤0.01%
41
VXUS icon
670
Vanguard Total International Stock ETF
VXUS
$111B
$3.25K ﹤0.01%
47
-150
NUE icon
671
Nucor
NUE
$37.2B
$3.24K ﹤0.01%
25
LNT icon
672
Alliant Energy
LNT
$17.1B
$3.21K ﹤0.01%
53
ANSS
673
DELISTED
Ansys
ANSS
$3.16K ﹤0.01%
9
-1
HII icon
674
Huntington Ingalls Industries
HII
$12B
$3.14K ﹤0.01%
+13
ED icon
675
Consolidated Edison
ED
$35.3B
$3.13K ﹤0.01%
31
-2
25 26
27
28 29