AWM

Abound Wealth Management Portfolio holdings

AUM $440M
1-Year Est. Return 18.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,621
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.69M
3
+$2.23M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.29M

Top Sells

1
+$421K
2
+$293K
3
+$172K
4
FELG icon
Fidelity Enhanced Large Cap Growth ETF
FELG
+$129K
5
AFL icon
Aflac
AFL
+$103K

Sector Composition

1 Technology 6.27%
2 Consumer Discretionary 2.71%
3 Financials 1.43%
4 Communication Services 1.33%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USXF icon
851
iShares ESG Advanced MSCI USA ETF
USXF
$1.3B
$2.76K ﹤0.01%
50
AKAM icon
852
Akamai
AKAM
$14.1B
$2.76K ﹤0.01%
24
ARKG icon
853
ARK Genomic Revolution ETF
ARKG
$1.21B
$2.75K ﹤0.01%
104
DON icon
854
WisdomTree US MidCap Dividend Fund
DON
$3.91B
$2.73K ﹤0.01%
52
ZBH icon
855
Zimmer Biomet
ZBH
$18.3B
$2.71K ﹤0.01%
30
-160
HPQ icon
856
HP
HPQ
$18.2B
$2.71K ﹤0.01%
141
-74
XYZ
857
Block Inc
XYZ
$42.7B
$2.71K ﹤0.01%
45
DXCM icon
858
DexCom
DXCM
$24.7B
$2.7K ﹤0.01%
43
+12
SNPE icon
859
Xtrackers S&P 500 ESG ETF
SNPE
$2.53B
$2.68K ﹤0.01%
45
PAYX icon
860
Paychex
PAYX
$32.9B
$2.68K ﹤0.01%
29
-4
ON icon
861
ON Semiconductor
ON
$32.7B
$2.66K ﹤0.01%
43
HII icon
862
Huntington Ingalls Industries
HII
$15.5B
$2.66K ﹤0.01%
7
-6
EXR icon
863
Extra Space Storage
EXR
$30.7B
$2.63K ﹤0.01%
20
HLN icon
864
Haleon
HLN
$43.4B
$2.62K ﹤0.01%
262
+236
EFAV icon
865
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
$2.58K ﹤0.01%
28
HOLX
866
DELISTED
Hologic
HOLX
$2.57K ﹤0.01%
34
BRO icon
867
Brown & Brown
BRO
$23B
$2.54K ﹤0.01%
39
BDC icon
868
Belden
BDC
$5.1B
$2.53K ﹤0.01%
22
LEN icon
869
Lennar Class A
LEN
$22.9B
$2.52K ﹤0.01%
29
-32
DB icon
870
Deutsche Bank
DB
$65.3B
$2.5K ﹤0.01%
84
-42
CZR icon
871
Caesars Entertainment
CZR
$5.54B
$2.48K ﹤0.01%
94
+80
GDDY icon
872
GoDaddy
GDDY
$11.4B
$2.48K ﹤0.01%
30
+8
BRZE icon
873
Braze
BRZE
$2.57B
$2.48K ﹤0.01%
105
JPST icon
874
JPMorgan Ultra-Short Income ETF
JPST
$37.9B
$2.48K ﹤0.01%
+49
DVA icon
875
DaVita
DVA
$9.89B
$2.46K ﹤0.01%
16
33 34
35
36 37