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
FSMD icon
826
Fidelity Small-Mid Multifactor ETF
FSMD
$2.02B
$2.24K ﹤0.01%
51
MAA icon
827
Mid-America Apartment Communities
MAA
$16.1B
$2.22K ﹤0.01%
16
IVES
828
Dan IVES Wedbush AI Revolution ETF
IVES
$1.02B
$2.22K ﹤0.01%
70
PVH icon
829
PVH
PVH
$2.96B
$2.22K ﹤0.01%
33
NUKZ icon
830
Range Nuclear Renaissance Index ETF
NUKZ
$808M
$2.18K ﹤0.01%
+34
XLV icon
831
State Street Health Care Select Sector SPDR ETF
XLV
$41B
$2.17K ﹤0.01%
14
-62
FCNCA icon
832
First Citizens BancShares
FCNCA
$27B
$2.15K ﹤0.01%
1
DD icon
833
DuPont de Nemours
DD
$18B
$2.14K ﹤0.01%
53
-64
CP icon
834
Canadian Pacific Kansas City
CP
$65.3B
$2.14K ﹤0.01%
29
-214
HEAL
835
Global X Funds Global X HealthTech ETF
HEAL
$41.3M
$2.13K ﹤0.01%
73
Q
836
Qnity Electronics Inc
Q
$20.4B
$2.12K ﹤0.01%
+26
ITB icon
837
iShares US Home Construction ETF
ITB
$2.87B
$2.12K ﹤0.01%
22
MRVL icon
838
Marvell Technology
MRVL
$68.2B
$2.11K ﹤0.01%
+25
HRL icon
839
Hormel Foods
HRL
$13.3B
$2.11K ﹤0.01%
89
AKAM icon
840
Akamai
AKAM
$13.4B
$2.09K ﹤0.01%
24
-9
GPN icon
841
Global Payments
GPN
$20.7B
$2.09K ﹤0.01%
27
-138
AGCO icon
842
AGCO
AGCO
$8.31B
$2.09K ﹤0.01%
20
DXCM icon
843
DexCom
DXCM
$27.1B
$2.06K ﹤0.01%
31
-8
VTRS icon
844
Viatris
VTRS
$14.8B
$2.04K ﹤0.01%
163
+55
MAS icon
845
Masco
MAS
$14.6B
$2.03K ﹤0.01%
32
IBN icon
846
ICICI Bank
IBN
$110B
$2.03K ﹤0.01%
68
+4
ACA icon
847
Arcosa
ACA
$5.65B
$2.02K ﹤0.01%
19
-87
FTV icon
848
Fortive
FTV
$17.5B
$1.99K ﹤0.01%
36
IP icon
849
International Paper
IP
$22.9B
$1.97K ﹤0.01%
50
IFF icon
850
International Flavors & Fragrances
IFF
$18.4B
$1.96K ﹤0.01%
29
32 33
34
35 36