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
RDY icon
876
Dr. Reddy's Laboratories
RDY
$10.8B
$1.52K ﹤0.01%
108
+6
SHG icon
877
Shinhan Financial Group
SHG
$25.9B
$1.5K ﹤0.01%
28
+8
WIT icon
878
Wipro
WIT
$28.8B
$1.5K ﹤0.01%
528
+2
NCLH icon
879
Norwegian Cruise Line
NCLH
$10B
$1.48K ﹤0.01%
66
+6
FLGT icon
880
Fulgent Genetics
FLGT
$868M
$1.47K ﹤0.01%
56
SOLS
881
Solstice Advanced Materials
SOLS
$9.66B
$1.46K ﹤0.01%
+30
ASX icon
882
ASE Group
ASX
$42.3B
$1.4K ﹤0.01%
87
-23
NOK icon
883
Nokia
NOK
$36.3B
$1.39K ﹤0.01%
215
LOB icon
884
Live Oak Bancshares
LOB
$1.72B
$1.38K ﹤0.01%
40
ALB icon
885
Albemarle
ALB
$19.2B
$1.36K ﹤0.01%
+10
TOL icon
886
Toll Brothers
TOL
$13.9B
$1.35K ﹤0.01%
10
CRL icon
887
Charles River Laboratories
CRL
$10.8B
$1.3K ﹤0.01%
7
+2
RGA icon
888
Reinsurance Group of America
RGA
$12.8B
$1.29K ﹤0.01%
6
SE icon
889
Sea Limited
SE
$71.9B
$1.28K ﹤0.01%
10
CNRG icon
890
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$206M
$1.26K ﹤0.01%
14
UMC icon
891
United Microelectronic
UMC
$23.4B
$1.26K ﹤0.01%
160
CHWY icon
892
Chewy
CHWY
$14B
$1.26K ﹤0.01%
38
DPZ icon
893
Domino's
DPZ
$13.5B
$1.25K ﹤0.01%
3
FFIV icon
894
F5
FFIV
$15.6B
$1.24K ﹤0.01%
5
BBVA icon
895
Banco Bilbao Vizcaya Argentaria
BBVA
$138B
$1.21K ﹤0.01%
52
-10
KB icon
896
KB Financial Group
KB
$31.9B
$1.21K ﹤0.01%
14
+2
TTE icon
897
TotalEnergies
TTE
$142B
$1.18K ﹤0.01%
18
AEIS icon
898
Advanced Energy
AEIS
$9.58B
$1.15K ﹤0.01%
6
+4
LPL icon
899
LG Display
LPL
$4.33B
$1.15K ﹤0.01%
273
+9
PHG icon
900
Philips
PHG
$28.1B
$1.11K ﹤0.01%
41