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
MTB icon
676
M&T Bank
MTB
$32.6B
$4.87K ﹤0.01%
24
+1
DB icon
677
Deutsche Bank
DB
$74.3B
$4.86K ﹤0.01%
+126
KHC icon
678
Kraft Heinz
KHC
$27.9B
$4.83K ﹤0.01%
199
IJT icon
679
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.7B
$4.82K ﹤0.01%
34
-20
CCI icon
680
Crown Castle
CCI
$39.6B
$4.81K ﹤0.01%
54
+9
TECB icon
681
iShares US Tech Breakthrough Multisector ETF
TECB
$437M
$4.81K ﹤0.01%
79
VICI icon
682
VICI Properties
VICI
$31B
$4.81K ﹤0.01%
171
HPQ icon
683
HP
HPQ
$18.7B
$4.79K ﹤0.01%
215
-3
EES icon
684
WisdomTree US SmallCap Earnings Fund
EES
$659M
$4.78K ﹤0.01%
84
-82
IZRL icon
685
ARK Israel Innovative Technology ETF
IZRL
$137M
$4.75K ﹤0.01%
+159
BBY icon
686
Best Buy
BBY
$14.2B
$4.7K ﹤0.01%
70
WES icon
687
Western Midstream Partners
WES
$17B
$4.66K ﹤0.01%
+118
CPRT icon
688
Copart
CPRT
$39.7B
$4.66K ﹤0.01%
119
LYG icon
689
Lloyds Banking Group
LYG
$80.6B
$4.65K ﹤0.01%
878
+738
XYL icon
690
Xylem
XYL
$35.6B
$4.65K ﹤0.01%
34
+2
NTRS icon
691
Northern Trust
NTRS
$27.5B
$4.64K ﹤0.01%
34
IAU icon
692
iShares Gold Trust
IAU
$72.4B
$4.63K ﹤0.01%
57
+44
BIIB icon
693
Biogen
BIIB
$24.1B
$4.53K ﹤0.01%
26
+4
STWD icon
694
Starwood Property Trust
STWD
$6.87B
$4.5K ﹤0.01%
250
ADM icon
695
Archer Daniels Midland
ADM
$31.3B
$4.49K ﹤0.01%
78
EQT icon
696
EQT Corp
EQT
$31.5B
$4.48K ﹤0.01%
84
LNG icon
697
Cheniere Energy
LNG
$44.5B
$4.47K ﹤0.01%
23
MLR icon
698
Miller Industries
MLR
$469M
$4.45K ﹤0.01%
119
ESGE icon
699
iShares ESG Aware MSCI EM ETF
ESGE
$5.9B
$4.43K ﹤0.01%
100
+82
HII icon
700
Huntington Ingalls Industries
HII
$16.7B
$4.42K ﹤0.01%
13