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
ACGL icon
726
Arch Capital
ACGL
$32.9B
$3.96K ﹤0.01%
41
AMCR icon
727
Amcor
AMCR
$18.9B
$3.95K ﹤0.01%
95
GPI icon
728
Group 1 Automotive
GPI
$4.99B
$3.93K ﹤0.01%
10
CPAY icon
729
Corpay
CPAY
$22.4B
$3.91K ﹤0.01%
13
OXY icon
730
Occidental Petroleum
OXY
$42.1B
$3.89K ﹤0.01%
95
RMD icon
731
ResMed
RMD
$37.6B
$3.86K ﹤0.01%
16
EIX icon
732
Edison International
EIX
$24B
$3.85K ﹤0.01%
64
BEAT icon
733
Heartbeam
BEAT
$71.6M
$3.84K ﹤0.01%
+1,600
KGC icon
734
Kinross Gold
KGC
$40.6B
$3.78K ﹤0.01%
134
-91
IWR icon
735
iShares Russell Mid-Cap ETF
IWR
$48.5B
$3.75K ﹤0.01%
39
RY icon
736
Royal Bank of Canada
RY
$237B
$3.75K ﹤0.01%
+22
EG icon
737
Everest Group
EG
$13.4B
$3.73K ﹤0.01%
11
PAYX icon
738
Paychex
PAYX
$39.9B
$3.71K ﹤0.01%
33
RJF icon
739
Raymond James Financial
RJF
$33.9B
$3.7K ﹤0.01%
23
OC icon
740
Owens Corning
OC
$10.2B
$3.69K ﹤0.01%
33
DDOG icon
741
Datadog
DDOG
$41.7B
$3.67K ﹤0.01%
27
-113
HSY icon
742
Hershey
HSY
$40.1B
$3.65K ﹤0.01%
20
PFG icon
743
Principal Financial Group
PFG
$19.4B
$3.62K ﹤0.01%
41
LNT icon
744
Alliant Energy
LNT
$17.3B
$3.6K ﹤0.01%
55
+2
ROL icon
745
Rollins
ROL
$30.2B
$3.6K ﹤0.01%
60
BRZE icon
746
Braze
BRZE
$2.58B
$3.6K ﹤0.01%
105
PRNT icon
747
The 3D Printing ETF
PRNT
$73.3M
$3.58K ﹤0.01%
+160
WST icon
748
West Pharmaceutical
WST
$18.7B
$3.58K ﹤0.01%
13
LYV icon
749
Live Nation Entertainment
LYV
$33.5B
$3.56K ﹤0.01%
25
INCY icon
750
Incyte
INCY
$20.9B
$3.56K ﹤0.01%
36