AWM

Abound Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,621
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.69M
3
+$2.23M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.29M

Top Sells

1
+$421K
2
+$293K
3
+$172K
4
FELG icon
Fidelity Enhanced Large Cap Growth ETF
FELG
+$129K
5
AFL icon
Aflac
AFL
+$103K

Sector Composition

1 Technology 6.27%
2 Consumer Discretionary 2.71%
3 Financials 1.43%
4 Communication Services 1.33%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSM icon
776
Black Stone Minerals
BSM
$2.9B
$4.08K ﹤0.01%
+270
XYL icon
777
Xylem
XYL
$29.2B
$4.08K ﹤0.01%
34
CART icon
778
Maplebear
CART
$9.8B
$4.07K ﹤0.01%
109
SW
779
Smurfit Westrock
SW
$22.1B
$4.04K ﹤0.01%
101
+16
AIT icon
780
Applied Industrial Technologies
AIT
$10.9B
$4.03K ﹤0.01%
15
-15
GIS icon
781
General Mills
GIS
$18.9B
$4.02K ﹤0.01%
+108
LNT icon
782
Alliant Energy
LNT
$18.8B
$3.98K ﹤0.01%
55
KIM icon
783
Kimco Realty
KIM
$16.3B
$3.93K ﹤0.01%
175
SONY icon
784
Sony
SONY
$128B
$3.93K ﹤0.01%
190
-117
DG icon
785
Dollar General
DG
$27.9B
$3.92K ﹤0.01%
33
+9
TSN icon
786
Tyson Foods
TSN
$22.8B
$3.86K ﹤0.01%
60
+9
BAX icon
787
Baxter International
BAX
$9.66B
$3.85K ﹤0.01%
229
CPRT icon
788
Copart
CPRT
$32.2B
$3.83K ﹤0.01%
115
-4
DVN icon
789
Devon Energy
DVN
$27.5B
$3.83K ﹤0.01%
76
AXON icon
790
Axon Enterprise
AXON
$32.5B
$3.82K ﹤0.01%
9
-4
LYV icon
791
Live Nation Entertainment
LYV
$36.8B
$3.81K ﹤0.01%
25
ROL icon
792
Rollins
ROL
$26.5B
$3.79K ﹤0.01%
71
+11
IWR icon
793
iShares Russell Mid-Cap ETF
IWR
$52.1B
$3.79K ﹤0.01%
39
ED icon
794
Consolidated Edison
ED
$40.6B
$3.76K ﹤0.01%
33
USPH icon
795
US Physical Therapy
USPH
$1.16B
$3.75K ﹤0.01%
+50
PFG icon
796
Principal Financial Group
PFG
$20.8B
$3.69K ﹤0.01%
41
QSR icon
797
Restaurant Brands International
QSR
$27.1B
$3.69K ﹤0.01%
+50
EG icon
798
Everest Group
EG
$14.1B
$3.6K ﹤0.01%
11
RMD icon
799
ResMed
RMD
$33.2B
$3.59K ﹤0.01%
16
EBND icon
800
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.36B
$3.55K ﹤0.01%
+172
30 31
32
33 34