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
DG icon
701
Dollar General
DG
$24.2B
$2.75K ﹤0.01%
24
SWK icon
702
Stanley Black & Decker
SWK
$11B
$2.71K ﹤0.01%
40
+8
DXCM icon
703
DexCom
DXCM
$25.1B
$2.71K ﹤0.01%
31
HBAN icon
704
Huntington Bancshares
HBAN
$26.1B
$2.71K ﹤0.01%
161
EQR icon
705
Equity Residential
EQR
$23.6B
$2.7K ﹤0.01%
40
DECK icon
706
Deckers Outdoor
DECK
$13.4B
$2.68K ﹤0.01%
26
+7
SOLV icon
707
Solventum
SOLV
$14.8B
$2.65K ﹤0.01%
35
ARE icon
708
Alexandria Real Estate Equities
ARE
$9.3B
$2.62K ﹤0.01%
36
WEN icon
709
Wendy's
WEN
$1.62B
$2.58K ﹤0.01%
226
BDC icon
710
Belden
BDC
$4.44B
$2.55K ﹤0.01%
22
PAYC icon
711
Paycom
PAYC
$8.89B
$2.55K ﹤0.01%
+11
AEE icon
712
Ameren
AEE
$27.5B
$2.5K ﹤0.01%
26
INCY icon
713
Incyte
INCY
$19.9B
$2.45K ﹤0.01%
36
DY icon
714
Dycom Industries
DY
$10.3B
$2.44K ﹤0.01%
10
+8
DVN icon
715
Devon Energy
DVN
$23.4B
$2.44K ﹤0.01%
77
-301
SAP icon
716
SAP
SAP
$282B
$2.43K ﹤0.01%
8
TER icon
717
Teradyne
TER
$29.7B
$2.43K ﹤0.01%
27
+7
ASML icon
718
ASML
ASML
$430B
$2.4K ﹤0.01%
3
-5
HEAL
719
Global X Funds Global X HealthTech ETF
HEAL
$49.9M
$2.4K ﹤0.01%
73
HDB icon
720
HDFC Bank
HDB
$184B
$2.38K ﹤0.01%
62
-8
MAA icon
721
Mid-America Apartment Communities
MAA
$15.8B
$2.37K ﹤0.01%
16
AES icon
722
AES
AES
$9.94B
$2.36K ﹤0.01%
224
+48
IP icon
723
International Paper
IP
$20B
$2.35K ﹤0.01%
50
EFAV icon
724
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.16B
$2.34K ﹤0.01%
28
+1
BG icon
725
Bunge Global
BG
$18.6B
$2.33K ﹤0.01%
29
27 28
29
30 31