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
WF icon
776
Woori Financial
WF
$14.5B
$1.49K ﹤0.01%
30
VYM icon
777
Vanguard High Dividend Yield ETF
VYM
$67.4B
$1.49K ﹤0.01%
11
-15
WIT icon
778
Wipro
WIT
$28.6B
$1.46K ﹤0.01%
483
+32
RDY icon
779
Dr. Reddy's Laboratories
RDY
$11.7B
$1.43K ﹤0.01%
95
-8
CIEN icon
780
Ciena
CIEN
$28.6B
$1.38K ﹤0.01%
17
DPZ icon
781
Domino's
DPZ
$14.3B
$1.35K ﹤0.01%
3
UL icon
782
Unilever
UL
$146B
$1.28K ﹤0.01%
21
SONY icon
783
Sony
SONY
$170B
$1.28K ﹤0.01%
49
EXAS icon
784
Exact Sciences
EXAS
$19.2B
$1.26K ﹤0.01%
+24
SKM icon
785
SK Telecom
SKM
$7.69B
$1.26K ﹤0.01%
54
-3
RGA icon
786
Reinsurance Group of America
RGA
$12.7B
$1.25K ﹤0.01%
6
UMC icon
787
United Microelectronic
UMC
$19.5B
$1.22K ﹤0.01%
160
IJT icon
788
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.35B
$1.21K ﹤0.01%
9
BHP icon
789
BHP
BHP
$143B
$1.2K ﹤0.01%
25
+4
LOB icon
790
Live Oak Bancshares
LOB
$1.48B
$1.19K ﹤0.01%
40
CGUS icon
791
Capital Group Core Equity ETF
CGUS
$7.97B
$1.18K ﹤0.01%
+32
IVLU icon
792
iShares MSCI Intl Value Factor ETF
IVLU
$2.92B
$1.15K ﹤0.01%
35
TOL icon
793
Toll Brothers
TOL
$13.4B
$1.14K ﹤0.01%
10
FLGT icon
794
Fulgent Genetics
FLGT
$878M
$1.11K ﹤0.01%
56
NOK icon
795
Nokia
NOK
$34.3B
$1.11K ﹤0.01%
215
TTE icon
796
TotalEnergies
TTE
$142B
$1.11K ﹤0.01%
18
HQY icon
797
HealthEquity
HQY
$8.52B
$1.05K ﹤0.01%
10
INSP icon
798
Inspire Medical Systems
INSP
$3.89B
$1.04K ﹤0.01%
8
TM icon
799
Toyota
TM
$257B
$1.03K ﹤0.01%
+6
XYZ
800
Block Inc
XYZ
$36.5B
$1K ﹤0.01%
15
+10
30 31
32
33 34