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
$427M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,507
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.32M
3
+$1.76M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.43M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.1M

Top Sells

1
+$163K
2
+$157K
3
+$149K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$132K
5
CPS icon
Cooper-Standard Automotive
CPS
+$116K

Sector Composition

1 Technology 7.09%
2 Consumer Discretionary 3.23%
3 Communication Services 1.44%
4 Financials 1.32%
5 Industrials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDEV icon
776
iShares Core MSCI International Developed Markets ETF
IDEV
$25.4B
$3.1K ﹤0.01%
38
AVB icon
777
AvalonBay Communities
AVB
$25.8B
$3.09K ﹤0.01%
17
GME icon
778
GameStop
GME
$9.45B
$3.07K ﹤0.01%
153
EFX icon
779
Equifax
EFX
$26.9B
$3.04K ﹤0.01%
14
SUSL icon
780
iShares ESG MSCI USA Leaders ETF
SUSL
$1.05B
$3.03K ﹤0.01%
25
ARKG icon
781
ARK Genomic Revolution ETF
ARKG
$1.3B
$3.01K ﹤0.01%
+104
SWK icon
782
Stanley Black & Decker
SWK
$13.1B
$2.97K ﹤0.01%
40
TSN icon
783
Tyson Foods
TSN
$21.2B
$2.97K ﹤0.01%
51
XYZ
784
Block Inc
XYZ
$40.1B
$2.93K ﹤0.01%
45
-1
USXF icon
785
iShares ESG Advanced MSCI USA ETF
USXF
$1.24B
$2.88K ﹤0.01%
50
MGNI icon
786
Magnite
MGNI
$2.07B
$2.86K ﹤0.01%
176
MKC icon
787
McCormick & Company Non-Voting
MKC
$18B
$2.83K ﹤0.01%
42
SNPE icon
788
Xtrackers S&P 500 ESG ETF
SNPE
$2.32B
$2.81K ﹤0.01%
45
HUBS icon
789
HubSpot
HUBS
$16.3B
$2.81K ﹤0.01%
7
HBAN icon
790
Huntington Bancshares
HBAN
$28.4B
$2.81K ﹤0.01%
162
DVN icon
791
Devon Energy
DVN
$22.7B
$2.78K ﹤0.01%
76
IT icon
792
Gartner
IT
$16.6B
$2.78K ﹤0.01%
11
-13
AEE icon
793
Ameren
AEE
$28.1B
$2.77K ﹤0.01%
28
+2
PODD icon
794
Insulet
PODD
$20.2B
$2.74K ﹤0.01%
10
+1
GDDY icon
795
GoDaddy
GDDY
$14.1B
$2.73K ﹤0.01%
22
CHTR icon
796
Charter Communications
CHTR
$24.6B
$2.71K ﹤0.01%
13
+1
DON icon
797
WisdomTree US MidCap Dividend Fund
DON
$3.86B
$2.68K ﹤0.01%
52
-29
SWKS icon
798
Skyworks Solutions
SWKS
$8.66B
$2.67K ﹤0.01%
42
+3
GEN icon
799
Gen Digital
GEN
$16.1B
$2.64K ﹤0.01%
97
HMC icon
800
Honda
HMC
$40B
$2.62K ﹤0.01%
89
+72
30 31
32
33 34