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
FLGT icon
851
Fulgent Genetics
FLGT
$878M
$1.27K ﹤0.01%
56
IVLU icon
852
iShares MSCI Intl Value Factor ETF
IVLU
$2.92B
$1.24K ﹤0.01%
35
ASX icon
853
ASE Group
ASX
$33.3B
$1.22K ﹤0.01%
110
+20
RGA icon
854
Reinsurance Group of America
RGA
$12.7B
$1.22K ﹤0.01%
6
BTC
855
Grayscale Bitcoin Mini Trust ETF
BTC
$3.98B
$1.22K ﹤0.01%
+24
UMC icon
856
United Microelectronic
UMC
$19.5B
$1.21K ﹤0.01%
160
BBVA icon
857
Banco Bilbao Vizcaya Argentaria
BBVA
$125B
$1.19K ﹤0.01%
62
CNRG icon
858
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$201M
$1.18K ﹤0.01%
+14
WD icon
859
Walker & Dunlop
WD
$2.16B
$1.18K ﹤0.01%
14
SKM icon
860
SK Telecom
SKM
$7.69B
$1.17K ﹤0.01%
54
PHG icon
861
Philips
PHG
$26.8B
$1.12K ﹤0.01%
41
APPF icon
862
AppFolio
APPF
$8.31B
$1.1K ﹤0.01%
4
SJM icon
863
J.M. Smucker
SJM
$10.8B
$1.09K ﹤0.01%
10
TTE icon
864
TotalEnergies
TTE
$141B
$1.07K ﹤0.01%
18
BLOK icon
865
Amplify Blockchain Technology ETF
BLOK
$1.16B
$1.07K ﹤0.01%
+16
VTRS icon
866
Viatris
VTRS
$12.3B
$1.07K ﹤0.01%
108
+1
GRPN icon
867
Groupon
GRPN
$721M
$1.05K ﹤0.01%
+45
FNF icon
868
Fidelity National Financial
FNF
$15.9B
$1.04K ﹤0.01%
17
NOK icon
869
Nokia
NOK
$34.3B
$1.03K ﹤0.01%
215
ET icon
870
Energy Transfer Partners
ET
$57B
$1.01K ﹤0.01%
+59
SHG icon
871
Shinhan Financial Group
SHG
$27B
$1.01K ﹤0.01%
20
KB icon
872
KB Financial Group
KB
$32.6B
$995 ﹤0.01%
12
+2
III icon
873
Information Services Group
III
$263M
$978 ﹤0.01%
+170
CCLD icon
874
CareCloud
CCLD
$129M
$963 ﹤0.01%
+300
HQY icon
875
HealthEquity
HQY
$8.52B
$948 ﹤0.01%
10