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
EG icon
701
Everest Group
EG
$13.1B
$3.85K ﹤0.01%
11
MGNI icon
702
Magnite
MGNI
$2.07B
$3.83K ﹤0.01%
176
DD icon
703
DuPont de Nemours
DD
$16.6B
$3.82K ﹤0.01%
117
KIM icon
704
Kimco Realty
KIM
$13.7B
$3.82K ﹤0.01%
175
HSY icon
705
Hershey
HSY
$37.1B
$3.81K ﹤0.01%
20
IWR icon
706
iShares Russell Mid-Cap ETF
IWR
$45.5B
$3.77K ﹤0.01%
39
-10
ACGL icon
707
Arch Capital
ACGL
$33.6B
$3.75K ﹤0.01%
41
SLB icon
708
SLB Ltd
SLB
$54.3B
$3.75K ﹤0.01%
109
CPAY icon
709
Corpay
CPAY
$20.6B
$3.75K ﹤0.01%
13
HII icon
710
Huntington Ingalls Industries
HII
$12.1B
$3.74K ﹤0.01%
13
ALLE icon
711
Allegion
ALLE
$14.1B
$3.73K ﹤0.01%
21
TER icon
712
Teradyne
TER
$29.7B
$3.72K ﹤0.01%
27
GSK icon
713
GSK
GSK
$97.4B
$3.71K ﹤0.01%
86
+68
TYL icon
714
Tyler Technologies
TYL
$19.9B
$3.66K ﹤0.01%
7
BRO icon
715
Brown & Brown
BRO
$27.3B
$3.66K ﹤0.01%
39
SW
716
Smurfit Westrock
SW
$18B
$3.63K ﹤0.01%
85
EFX icon
717
Equifax
EFX
$25.5B
$3.59K ﹤0.01%
14
LNT icon
718
Alliant Energy
LNT
$17.1B
$3.57K ﹤0.01%
53
EIX icon
719
Edison International
EIX
$22B
$3.54K ﹤0.01%
64
+10
ROL icon
720
Rollins
ROL
$29.3B
$3.52K ﹤0.01%
60
TPR icon
721
Tapestry
TPR
$22.4B
$3.51K ﹤0.01%
31
-7
DRI icon
722
Darden Restaurants
DRI
$20.3B
$3.43K ﹤0.01%
18
IQV icon
723
IQVIA
IQV
$38.4B
$3.42K ﹤0.01%
18
WST icon
724
West Pharmaceutical
WST
$19.6B
$3.41K ﹤0.01%
13
PFG icon
725
Principal Financial Group
PFG
$18.5B
$3.4K ﹤0.01%
41