AWM
Abound Wealth Management Portfolio holdings
AUM
$354M
1-Year Return
13.75%
This Quarter Return
-3.11%
1 Year Return
+13.75%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$300M
AUM Growth
-$12.1M
(-3.9%)
Cap. Flow
-$1.93M
Cap. Flow
% of AUM
-0.65%
Top 10 Holdings %
Top 10 Hldgs %
70.09%
Holding
1,344
New
117
Increased
154
Reduced
606
Closed
74
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$3.07M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.44M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.3M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$1.85M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$1.74M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$17.1M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.72M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.09M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$822K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$798K |
Sector Composition
| 1 | Technology | 6.21% |
| 2 | Consumer Discretionary | 2.93% |
| 3 | Financials | 1.47% |
| 4 | Energy | 1.33% |
| 5 | Communication Services | 1.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
HSBC
HSBC
$237B
| $1.55K | ﹤0.01% |
27
-13
| -33% | -$747 |
|
727
EPAM Systems
EPAM
$8.53B
| $1.52K | ﹤0.01% |
9
+2
| +29% | +$338 |
|
728
First Solar
FSLR
$21.9B
| $1.52K | ﹤0.01% |
12
-3
| -20% | -$380 |
|
729
iShares ESG Optimized MSCI USA ETF
SUSA
$3.6B
| $1.49K | ﹤0.01% |
13
| – | – |
|
730
SoFi Technologies
SOFI
$30.6B
| $1.45K | ﹤0.01% |
+125
| New | +$1.45K |
|
731
Chunghwa Telecom
CHT
$34.5B
| $1.45K | ﹤0.01% |
37
-13
| -26% | -$510 |
|
732
Wipro
WIT
$29.4B
| $1.38K | ﹤0.01% |
451
-62
| -12% | -$190 |
|
733
Domino's
DPZ
$15.3B
| $1.38K | ﹤0.01% |
3
| – | – |
|
734
Dr. Reddy's Laboratories
RDY
$12.1B
| $1.36K | ﹤0.01% |
103
-24
| -19% | -$317 |
|
735
Sea Limited
SE
$114B
| $1.31K | ﹤0.01% |
10
-1
| -9% | -$131 |
|
736
Enphase Energy
ENPH
$4.85B
| $1.3K | ﹤0.01% |
21
| – | – |
|
737
Inspire Medical Systems
INSP
$2.33B
| $1.28K | ﹤0.01% |
8
| – | – |
|
738
UiPath
PATH
$6.21B
| $1.26K | ﹤0.01% |
+122
| New | +$1.26K |
|
739
Unilever
UL
$154B
| $1.25K | ﹤0.01% |
21
| – | – |
|
740
Sony
SONY
$171B
| $1.25K | ﹤0.01% |
49
-11
| -18% | -$279 |
|
741
Reinsurance Group of America
RGA
$12.7B
| $1.24K | ﹤0.01% |
6
| – | – |
|
742
SK Telecom
SKM
$8.33B
| $1.21K | ﹤0.01% |
57
-18
| -24% | -$383 |
|
743
Walker & Dunlop
WD
$2.93B
| $1.2K | ﹤0.01% |
14
-2
| -13% | -$172 |
|
744
J.M. Smucker
SJM
$11.7B
| $1.19K | ﹤0.01% |
10
-16
| -62% | -$1.91K |
|
745
AeroVironment
AVAV
$12.3B
| $1.19K | ﹤0.01% |
10
| – | – |
|
746
TotalEnergies
TTE
$136B
| $1.17K | ﹤0.01% |
18
| – | – |
|
747
United Microelectronic
UMC
$17.2B
| $1.14K | ﹤0.01% |
160
-132
| -45% | -$944 |
|
|
SNDK
748
Sandisk Corporation Common Stock
SNDK
$10.8B
| $1.14K | ﹤0.01% |
+24
| New | +$1.14K |
|
749
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.86B
| $1.14K | ﹤0.01% |
40
+30
| +300% | +$854 |
|
750
Nokia
NOK
$24.6B
| $1.13K | ﹤0.01% |
215
+20
| +10% | +$105 |
|