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
AVAV icon
851
AeroVironment
AVAV
$19.6B
$1.94K ﹤0.01%
8
DOV icon
852
Dover
DOV
$28.3B
$1.89K ﹤0.01%
10
WEN icon
853
Wendy's
WEN
$1.58B
$1.88K ﹤0.01%
226
NVO icon
854
Novo Nordisk
NVO
$277B
$1.85K ﹤0.01%
36
KTB icon
855
Kontoor Brands
KTB
$3.3B
$1.85K ﹤0.01%
30
ENVX icon
856
Enovix
ENVX
$1.78B
$1.83K ﹤0.01%
+250
DVA icon
857
DaVita
DVA
$7.39B
$1.82K ﹤0.01%
16
ACR
858
ACRES Commercial Realty
ACR
$148M
$1.81K ﹤0.01%
85
SUSA icon
859
iShares ESG Optimized MSCI USA ETF
SUSA
$3.82B
$1.81K ﹤0.01%
13
REG icon
860
Regency Centers
REG
$13.1B
$1.79K ﹤0.01%
26
INFY icon
861
Infosys
INFY
$75.4B
$1.76K ﹤0.01%
99
-7
FERG icon
862
Ferguson
FERG
$50B
$1.75K ﹤0.01%
8
SMCI icon
863
Super Micro Computer
SMCI
$19.5B
$1.75K ﹤0.01%
60
+3
WBD icon
864
Warner Bros
WBD
$70.9B
$1.75K ﹤0.01%
61
-283
BLDR icon
865
Builders FirstSource
BLDR
$14B
$1.75K ﹤0.01%
17
RVTY icon
866
Revvity
RVTY
$12.8B
$1.74K ﹤0.01%
18
ALNY icon
867
Alnylam Pharmaceuticals
ALNY
$47.5B
$1.73K ﹤0.01%
4
TPL icon
868
Texas Pacific Land
TPL
$23.3B
$1.72K ﹤0.01%
6
DUHP icon
869
Dimensional US High Profitability ETF
DUHP
$10.5B
$1.72K ﹤0.01%
+45
EZET
870
Franklin Ethereum ETF
EZET
$42.5M
$1.67K ﹤0.01%
+74
MRNA icon
871
Moderna
MRNA
$16.3B
$1.62K ﹤0.01%
55
-8
CHT icon
872
Chunghwa Telecom
CHT
$32.7B
$1.58K ﹤0.01%
38
+6
DTE icon
873
DTE Energy
DTE
$28.1B
$1.55K ﹤0.01%
12
WF icon
874
Woori Financial
WF
$14B
$1.53K ﹤0.01%
26
SKM icon
875
SK Telecom
SKM
$8.05B
$1.52K ﹤0.01%
74
+20