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
$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
CF icon
751
CF Industries
CF
$13.5B
$2.87K ﹤0.01%
32
USXF icon
752
iShares ESG Advanced MSCI USA ETF
USXF
$1.24B
$2.87K ﹤0.01%
+50
LKQ icon
753
LKQ Corp
LKQ
$8.58B
$2.84K ﹤0.01%
93
+73
EXR icon
754
Extra Space Storage
EXR
$31.6B
$2.82K ﹤0.01%
20
COO icon
755
Cooper Companies
COO
$16.1B
$2.81K ﹤0.01%
41
LYB icon
756
LyondellBasell Industries
LYB
$16.4B
$2.8K ﹤0.01%
57
HBAN icon
757
Huntington Bancshares
HBAN
$28.4B
$2.8K ﹤0.01%
162
+1
MKC icon
758
McCormick & Company Non-Voting
MKC
$18B
$2.78K ﹤0.01%
42
-2
PODD icon
759
Insulet
PODD
$20.2B
$2.78K ﹤0.01%
9
PVH icon
760
PVH
PVH
$2.96B
$2.77K ﹤0.01%
33
GEN icon
761
Gen Digital
GEN
$16.1B
$2.76K ﹤0.01%
97
SMCI icon
762
Super Micro Computer
SMCI
$19.5B
$2.75K ﹤0.01%
57
TSN icon
763
Tyson Foods
TSN
$21.2B
$2.75K ﹤0.01%
51
FIVN icon
764
FIVE9
FIVN
$1.38B
$2.73K ﹤0.01%
113
AEE icon
765
Ameren
AEE
$28.1B
$2.71K ﹤0.01%
26
SNPE icon
766
Xtrackers S&P 500 ESG ETF
SNPE
$2.32B
$2.7K ﹤0.01%
+45
DVN icon
767
Devon Energy
DVN
$22.7B
$2.67K ﹤0.01%
76
-1
FSLR icon
768
First Solar
FSLR
$26.2B
$2.65K ﹤0.01%
12
BDC icon
769
Belden
BDC
$4.56B
$2.65K ﹤0.01%
22
DXCM icon
770
DexCom
DXCM
$27.1B
$2.63K ﹤0.01%
39
+8
EQR icon
771
Equity Residential
EQR
$23.6B
$2.59K ﹤0.01%
40
SOLV icon
772
Solventum
SOLV
$13.8B
$2.56K ﹤0.01%
35
AVAV icon
773
AeroVironment
AVAV
$19.6B
$2.52K ﹤0.01%
8
-2
AKAM icon
774
Akamai
AKAM
$13.4B
$2.5K ﹤0.01%
33
-12
TM icon
775
Toyota
TM
$302B
$2.48K ﹤0.01%
13
+7
29 30
31
32 33