AWM

Abound Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,621
New
Increased
Reduced
Closed

Top Sells

1 +$421K
2 +$293K
3 +$172K
4
FELG icon
Fidelity Enhanced Large Cap Growth ETF
FELG
+$129K
5
AFL icon
Aflac
AFL
+$103K

Sector Composition

1 Technology 6.27%
2 Consumer Discretionary 2.71%
3 Financials 1.43%
4 Communication Services 1.33%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FBND icon
701
Fidelity Total Bond ETF
FBND
$25.4B
$5.68K ﹤0.01%
125
+14
STT icon
702
State Street
STT
$40.3B
$5.68K ﹤0.01%
45
ADM icon
703
Archer Daniels Midland
ADM
$32.3B
$5.68K ﹤0.01%
78
TRMB icon
704
Trimble
TRMB
$16.1B
$5.68K ﹤0.01%
87
NTSX icon
705
WisdomTree US Efficient Core Fund
NTSX
$1.31B
$5.65K ﹤0.01%
+108
NUEM icon
706
Nuveen ESG Emerging Markets Equity ETF
NUEM
$370M
$5.62K ﹤0.01%
153
AB icon
707
AllianceBernstein
AB
$3.59B
$5.62K ﹤0.01%
+150
ACGL icon
708
Arch Capital
ACGL
$34.8B
$5.5K ﹤0.01%
57
+16
MLR icon
709
Miller Industries
MLR
$540M
$5.42K ﹤0.01%
119
ROK icon
710
Rockwell Automation
ROK
$46.7B
$5.39K ﹤0.01%
15
CLX icon
711
Clorox
CLX
$12.6B
$5.37K ﹤0.01%
52
ULTA icon
712
Ulta Beauty
ULTA
$24.2B
$5.37K ﹤0.01%
10
+1
FICO icon
713
Fair Isaac
FICO
$25.5B
$5.34K ﹤0.01%
5
LYB icon
714
LyondellBasell Industries
LYB
$21.4B
$5.33K ﹤0.01%
66
+9
VTR icon
715
Ventas
VTR
$40.5B
$5.32K ﹤0.01%
65
-6
VWOB icon
716
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.02B
$5.26K ﹤0.01%
+80
IAI icon
717
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.65B
$5.25K ﹤0.01%
32
SFY icon
718
SoFi Select 500 ETF
SFY
$618M
$5.24K ﹤0.01%
42
+1
ZM icon
719
Zoom
ZM
$25.9B
$5.23K ﹤0.01%
65
VOX icon
720
Vanguard Communication Services ETF
VOX
$6.05B
$5.22K ﹤0.01%
+29
AIQ icon
721
Global X Artificial Intelligence & Technology ETF
AIQ
$8.42B
$5.13K ﹤0.01%
110
VST icon
722
Vistra
VST
$55.3B
$5.11K ﹤0.01%
34
-4
FLTB icon
723
Fidelity Limited Term Bond ETF
FLTB
$395M
$5.08K ﹤0.01%
101
+1
MPWR icon
724
Monolithic Power Systems
MPWR
$72.1B
$5.04K ﹤0.01%
5
GCC icon
725
WisdomTree Enhanced Commodity Strategy Fund
GCC
$270M
$5.03K ﹤0.01%
+210