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
$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
SUSA icon
826
iShares ESG Optimized MSCI USA ETF
SUSA
$3.72B
$1.76K ﹤0.01%
13
FERG icon
827
Ferguson
FERG
$50.8B
$1.76K ﹤0.01%
8
INFY icon
828
Infosys
INFY
$73.3B
$1.73K ﹤0.01%
106
+8
DTE icon
829
DTE Energy
DTE
$27.6B
$1.7K ﹤0.01%
12
ABR icon
830
Arbor Realty Trust
ABR
$1.78B
$1.66K ﹤0.01%
136
+125
ALNY icon
831
Alnylam Pharmaceuticals
ALNY
$62.4B
$1.65K ﹤0.01%
4
+1
MRNA icon
832
Moderna
MRNA
$9.81B
$1.63K ﹤0.01%
63
+8
DOV icon
833
Dover
DOV
$26B
$1.61K ﹤0.01%
10
+1
RVTY icon
834
Revvity
RVTY
$11.7B
$1.58K ﹤0.01%
18
FFIV icon
835
F5
FFIV
$14B
$1.57K ﹤0.01%
5
-1
CHWY icon
836
Chewy
CHWY
$14B
$1.54K ﹤0.01%
38
NCLH icon
837
Norwegian Cruise Line
NCLH
$8.55B
$1.48K ﹤0.01%
+60
WF icon
838
Woori Financial
WF
$14.3B
$1.46K ﹤0.01%
26
-4
RDY icon
839
Dr. Reddy's Laboratories
RDY
$11.7B
$1.43K ﹤0.01%
102
+7
SONY icon
840
Sony
SONY
$169B
$1.41K ﹤0.01%
49
LOB icon
841
Live Oak Bancshares
LOB
$1.53B
$1.41K ﹤0.01%
40
CHT icon
842
Chunghwa Telecom
CHT
$32.2B
$1.4K ﹤0.01%
32
BHP icon
843
BHP
BHP
$147B
$1.39K ﹤0.01%
25
WIT icon
844
Wipro
WIT
$28.8B
$1.38K ﹤0.01%
526
+43
TOL icon
845
Toll Brothers
TOL
$13.8B
$1.38K ﹤0.01%
10
LPL icon
846
LG Display
LPL
$4.41B
$1.38K ﹤0.01%
264
AXIA
847
AXIA Energia
AXIA
$27.3B
$1.33K ﹤0.01%
134
+100
MJ icon
848
Amplify Alternative Harvest ETF
MJ
$130M
$1.31K ﹤0.01%
+35
EXAS icon
849
Exact Sciences
EXAS
$19.2B
$1.3K ﹤0.01%
24
DPZ icon
850
Domino's
DPZ
$14.6B
$1.3K ﹤0.01%
3