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
JUST icon
726
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$502M
$2.3K ﹤0.01%
26
DVA icon
727
DaVita
DVA
$8.41B
$2.28K ﹤0.01%
16
PVH icon
728
PVH
PVH
$4.08B
$2.27K ﹤0.01%
33
CTRA icon
729
Coterra Energy
CTRA
$20.1B
$2.24K ﹤0.01%
88
SSNC icon
730
SS&C Technologies
SSNC
$20.9B
$2.24K ﹤0.01%
27
NVO icon
731
Novo Nordisk
NVO
$211B
$2.23K ﹤0.01%
32
-209
HOLX icon
732
Hologic
HOLX
$16.7B
$2.22K ﹤0.01%
34
DBC icon
733
Invesco DB Commodity Index Tracking Fund
DBC
$1.26B
$2.19K ﹤0.01%
100
GPN icon
734
Global Payments
GPN
$18.6B
$2.16K ﹤0.01%
27
IFF icon
735
International Flavors & Fragrances
IFF
$17.6B
$2.13K ﹤0.01%
29
EPAM icon
736
EPAM Systems
EPAM
$10.7B
$2.12K ﹤0.01%
12
+3
TPL icon
737
Texas Pacific Land
TPL
$19.9B
$2.11K ﹤0.01%
2
LCID icon
738
Lucid Motors
LCID
$4.18B
$2.11K ﹤0.01%
100
FSMD icon
739
Fidelity Small-Mid Multifactor ETF
FSMD
$1.85B
$2.09K ﹤0.01%
50
AGCO icon
740
AGCO
AGCO
$7.78B
$2.06K ﹤0.01%
20
-580
MAS icon
741
Masco
MAS
$13.3B
$2.06K ﹤0.01%
32
-29
ITB icon
742
iShares US Home Construction ETF
ITB
$2.65B
$2.05K ﹤0.01%
22
FBND icon
743
Fidelity Total Bond ETF
FBND
$22.9B
$2.04K ﹤0.01%
45
+1
QBTS icon
744
D-Wave Quantum
QBTS
$8.03B
$2.01K ﹤0.01%
137
+37
KTB icon
745
Kontoor Brands
KTB
$4.18B
$2K ﹤0.01%
30
-1
FSLR icon
746
First Solar
FSLR
$28.2B
$1.99K ﹤0.01%
12
IBN icon
747
ICICI Bank
IBN
$109B
$1.99K ﹤0.01%
59
-5
BLDR icon
748
Builders FirstSource
BLDR
$12.4B
$1.98K ﹤0.01%
17
FOX icon
749
Fox Class B
FOX
$26.3B
$1.96K ﹤0.01%
38
-34
AZN icon
750
AstraZeneca
AZN
$280B
$1.96K ﹤0.01%
28
28 29
30
31 32