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
CCI icon
676
Crown Castle
CCI
$38.4B
$4.37K ﹤0.01%
45
EL icon
677
Estee Lauder
EL
$35.9B
$4.32K ﹤0.01%
49
BR icon
678
Broadridge
BR
$26.6B
$4.29K ﹤0.01%
18
EXPE icon
679
Expedia Group
EXPE
$32.3B
$4.28K ﹤0.01%
20
MPWR icon
680
Monolithic Power Systems
MPWR
$45.6B
$4.25K ﹤0.01%
5
DON icon
681
WisdomTree US MidCap Dividend Fund
DON
$3.71B
$4.24K ﹤0.01%
+81
PAYX icon
682
Paychex
PAYX
$39.9B
$4.21K ﹤0.01%
33
PENN icon
683
PENN Entertainment
PENN
$1.96B
$4.2K ﹤0.01%
218
VXUS icon
684
Vanguard Total International Stock ETF
VXUS
$111B
$4.18K ﹤0.01%
57
+10
FWONK icon
685
Liberty Media Series C
FWONK
$23.3B
$4.18K ﹤0.01%
40
IR icon
686
Ingersoll Rand
IR
$31.3B
$4.18K ﹤0.01%
51
+1
GME icon
687
GameStop
GME
$10.2B
$4.17K ﹤0.01%
153
VCIT icon
688
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$4.14K ﹤0.01%
49
-1,902
LYV icon
689
Live Nation Entertainment
LYV
$29.8B
$4.08K ﹤0.01%
25
NUE icon
690
Nucor
NUE
$36.9B
$4.07K ﹤0.01%
30
+5
WAB icon
691
Wabtec
WAB
$35.6B
$4.01K ﹤0.01%
20
-5
CART icon
692
Maplebear
CART
$10.9B
$4K ﹤0.01%
109
RJF icon
693
Raymond James Financial
RJF
$30.6B
$3.97K ﹤0.01%
23
STE icon
694
Steris
STE
$25.4B
$3.96K ﹤0.01%
16
CINF icon
695
Cincinnati Financial
CINF
$25.6B
$3.96K ﹤0.01%
25
SYF icon
696
Synchrony
SYF
$28.4B
$3.92K ﹤0.01%
55
PCG icon
697
PG&E
PCG
$33.7B
$3.91K ﹤0.01%
259
+38
IBB icon
698
iShares Biotechnology ETF
IBB
$8.6B
$3.9K ﹤0.01%
+27
AMCR icon
699
Amcor
AMCR
$19.4B
$3.88K ﹤0.01%
474
TSCO icon
700
Tractor Supply
TSCO
$28.1B
$3.87K ﹤0.01%
68