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
ON icon
676
ON Semiconductor
ON
$22.1B
$3.09K ﹤0.01%
59
+3
PCG icon
677
PG&E
PCG
$33.6B
$3.08K ﹤0.01%
221
ALLE icon
678
Allegion
ALLE
$14.2B
$3.03K ﹤0.01%
21
FIVN icon
679
FIVE9
FIVN
$1.58B
$2.99K ﹤0.01%
113
EXR icon
680
Extra Space Storage
EXR
$28.1B
$2.95K ﹤0.01%
20
BRZE icon
681
Braze
BRZE
$3.24B
$2.95K ﹤0.01%
105
CF icon
682
CF Industries
CF
$12.5B
$2.95K ﹤0.01%
32
COO icon
683
Cooper Companies
COO
$15.1B
$2.92K ﹤0.01%
+41
SWKS icon
684
Skyworks Solutions
SWKS
$10.2B
$2.91K ﹤0.01%
+39
TROW icon
685
T. Rowe Price
TROW
$22.6B
$2.9K ﹤0.01%
30
WAT icon
686
Waters Corp
WAT
$23.8B
$2.89K ﹤0.01%
8
OMC icon
687
Omnicom Group
OMC
$22.9B
$2.88K ﹤0.01%
+40
SOXX icon
688
iShares Semiconductor ETF
SOXX
$17.2B
$2.87K ﹤0.01%
12
-5
IDEV icon
689
iShares Core MSCI International Developed Markets ETF
IDEV
$23.7B
$2.86K ﹤0.01%
+38
GEN icon
690
Gen Digital
GEN
$16.4B
$2.85K ﹤0.01%
97
AVAV icon
691
AeroVironment
AVAV
$13.2B
$2.85K ﹤0.01%
10
WST icon
692
West Pharmaceutical
WST
$20.3B
$2.85K ﹤0.01%
13
+5
IQV icon
693
IQVIA
IQV
$39B
$2.84K ﹤0.01%
18
TSN icon
694
Tyson Foods
TSN
$20.3B
$2.83K ﹤0.01%
51
-1
PODD icon
695
Insulet
PODD
$21.5B
$2.83K ﹤0.01%
9
SBAC icon
696
SBA Communications
SBAC
$19.7B
$2.82K ﹤0.01%
12
SNA icon
697
Snap-on
SNA
$17.8B
$2.81K ﹤0.01%
9
SMCI icon
698
Super Micro Computer
SMCI
$19.8B
$2.79K ﹤0.01%
57
-28
EIX icon
699
Edison International
EIX
$22B
$2.79K ﹤0.01%
54
BIIB icon
700
Biogen
BIIB
$26.6B
$2.76K ﹤0.01%
22
+4
26 27
28
29 30