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
$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
STWD icon
651
Starwood Property Trust
STWD
$6.87B
$4.84K ﹤0.01%
250
STT icon
652
State Street
STT
$35.8B
$4.83K ﹤0.01%
42
+4
MLR icon
653
Miller Industries
MLR
$469M
$4.81K ﹤0.01%
119
A icon
654
Agilent Technologies
A
$39.6B
$4.81K ﹤0.01%
37
TECB icon
655
iShares US Tech Breakthrough Multisector ETF
TECB
$437M
$4.77K ﹤0.01%
79
XYL icon
656
Xylem
XYL
$35.6B
$4.72K ﹤0.01%
32
BLD icon
657
TopBuild
BLD
$13.9B
$4.69K ﹤0.01%
12
PSA icon
658
Public Storage
PSA
$51.6B
$4.68K ﹤0.01%
16
GNR icon
659
SPDR S&P Global Natural Resources ETF
GNR
$4.09B
$4.68K ﹤0.01%
+79
OC icon
660
Owens Corning
OC
$10.2B
$4.67K ﹤0.01%
33
ADM icon
661
Archer Daniels Midland
ADM
$31.3B
$4.67K ﹤0.01%
78
+10
ARIS
662
DELISTED
Aris Water Solutions
ARIS
$4.66K ﹤0.01%
189
EA icon
663
Electronic Arts
EA
$51.1B
$4.64K ﹤0.01%
23
RUM icon
664
Rumble
RUM
$2.05B
$4.6K ﹤0.01%
635
NTRS icon
665
Northern Trust
NTRS
$27.5B
$4.58K ﹤0.01%
34
XLB icon
666
State Street Materials Select Sector SPDR ETF
XLB
$5.99B
$4.57K ﹤0.01%
102
YUMC icon
667
Yum China
YUMC
$16.8B
$4.55K ﹤0.01%
106
EQT icon
668
EQT Corp
EQT
$31.5B
$4.55K ﹤0.01%
84
+1
OXY icon
669
Occidental Petroleum
OXY
$42.1B
$4.47K ﹤0.01%
95
+1
MTB icon
670
M&T Bank
MTB
$32.6B
$4.46K ﹤0.01%
23
+1
PPG icon
671
PPG Industries
PPG
$24.7B
$4.42K ﹤0.01%
42
+2
HE icon
672
Hawaiian Electric Industries
HE
$2.49B
$4.42K ﹤0.01%
400
RMD icon
673
ResMed
RMD
$37.6B
$4.38K ﹤0.01%
16
PEG icon
674
Public Service Enterprise Group
PEG
$39.6B
$4.38K ﹤0.01%
52
GPI icon
675
Group 1 Automotive
GPI
$4.99B
$4.38K ﹤0.01%
10