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
RACE icon
726
Ferrari
RACE
$68.5B
$3.4K ﹤0.01%
7
+6
CVNA icon
727
Carvana
CVNA
$54B
$3.4K ﹤0.01%
9
-5
HSIC icon
728
Henry Schein
HSIC
$8.44B
$3.32K ﹤0.01%
50
XYZ
729
Block Inc
XYZ
$36.5B
$3.31K ﹤0.01%
46
+31
CHTR icon
730
Charter Communications
CHTR
$25.6B
$3.3K ﹤0.01%
12
-2
AVB icon
731
AvalonBay Communities
AVB
$25.6B
$3.29K ﹤0.01%
17
HUBS icon
732
HubSpot
HUBS
$19.6B
$3.27K ﹤0.01%
7
BABA icon
733
Alibaba
BABA
$384B
$3.21K ﹤0.01%
18
-1,422
JPIN icon
734
JPMorgan Diversified Return International Equity ETF
JPIN
$369M
$3.2K ﹤0.01%
+48
EXE
735
Expand Energy Corp
EXE
$28B
$3.19K ﹤0.01%
+30
FIS icon
736
Fidelity National Information Services
FIS
$34.6B
$3.17K ﹤0.01%
48
-19
ED icon
737
Consolidated Edison
ED
$35B
$3.13K ﹤0.01%
31
SNA icon
738
Snap-on
SNA
$17.7B
$3.13K ﹤0.01%
9
TROW icon
739
T. Rowe Price
TROW
$22.4B
$3.12K ﹤0.01%
30
BIIB icon
740
Biogen
BIIB
$26.4B
$3.09K ﹤0.01%
22
INCY icon
741
Incyte
INCY
$19.9B
$3.05K ﹤0.01%
36
BNS icon
742
Scotiabank
BNS
$87.7B
$3.04K ﹤0.01%
+47
IDEV icon
743
iShares Core MSCI International Developed Markets ETF
IDEV
$23.6B
$3.02K ﹤0.01%
38
GDDY icon
744
GoDaddy
GDDY
$17.3B
$3.01K ﹤0.01%
22
ARE icon
745
Alexandria Real Estate Equities
ARE
$9.3B
$3K ﹤0.01%
36
SWKS icon
746
Skyworks Solutions
SWKS
$10.1B
$3K ﹤0.01%
39
DKNG icon
747
DraftKings
DKNG
$16.7B
$2.99K ﹤0.01%
80
BRZE icon
748
Braze
BRZE
$3.26B
$2.99K ﹤0.01%
105
SWK icon
749
Stanley Black & Decker
SWK
$11B
$2.97K ﹤0.01%
40
SUSL icon
750
iShares ESG MSCI USA Leaders ETF
SUSL
$1.02B
$2.93K ﹤0.01%
+25