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
FOX icon
801
Fox Class B
FOX
$29B
$2.18K ﹤0.01%
38
AGCO icon
802
AGCO
AGCO
$8.31B
$2.14K ﹤0.01%
20
SAP icon
803
SAP
SAP
$272B
$2.14K ﹤0.01%
8
DVA icon
804
DaVita
DVA
$7.39B
$2.13K ﹤0.01%
16
ON icon
805
ON Semiconductor
ON
$24.3B
$2.12K ﹤0.01%
43
-16
FOXA icon
806
Fox Class A
FOXA
$32B
$2.09K ﹤0.01%
33
+1
CTRA icon
807
Coterra Energy
CTRA
$19.6B
$2.09K ﹤0.01%
88
FBND icon
808
Fidelity Total Bond ETF
FBND
$23.6B
$2.08K ﹤0.01%
45
WEN icon
809
Wendy's
WEN
$1.58B
$2.07K ﹤0.01%
226
BLDR icon
810
Builders FirstSource
BLDR
$14B
$2.06K ﹤0.01%
17
DES icon
811
WisdomTree US SmallCap Dividend Fund
DES
$1.95B
$2.06K ﹤0.01%
+61
DECK icon
812
Deckers Outdoor
DECK
$14.7B
$2.03K ﹤0.01%
20
-6
NVO icon
813
Novo Nordisk
NVO
$277B
$2.02K ﹤0.01%
36
+4
IBN icon
814
ICICI Bank
IBN
$110B
$1.94K ﹤0.01%
64
+5
NVS icon
815
Novartis
NVS
$277B
$1.92K ﹤0.01%
15
MTCH icon
816
Match Group
MTCH
$7.4B
$1.91K ﹤0.01%
54
+4
REG icon
817
Regency Centers
REG
$13.1B
$1.9K ﹤0.01%
26
TPL icon
818
Texas Pacific Land
TPL
$23.3B
$1.87K ﹤0.01%
6
HSBC icon
819
HSBC
HSBC
$283B
$1.85K ﹤0.01%
26
EPAM icon
820
EPAM Systems
EPAM
$11.7B
$1.81K ﹤0.01%
12
ACR
821
ACRES Commercial Realty
ACR
$148M
$1.8K ﹤0.01%
+85
FCNCA icon
822
First Citizens BancShares
FCNCA
$27B
$1.79K ﹤0.01%
1
SE icon
823
Sea Limited
SE
$71.9B
$1.79K ﹤0.01%
10
IFF icon
824
International Flavors & Fragrances
IFF
$18.4B
$1.79K ﹤0.01%
29
SUSA icon
825
iShares ESG Optimized MSCI USA ETF
SUSA
$3.82B
$1.76K ﹤0.01%
13