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
ACA icon
901
Arcosa
ACA
$5.62B
$2.02K ﹤0.01%
19
HRL icon
902
Hormel Foods
HRL
$11.7B
$2.02K ﹤0.01%
89
DOV icon
903
Dover
DOV
$29.5B
$2.01K ﹤0.01%
10
IVES
904
Dan IVES Wedbush AI Revolution ETF
IVES
$1B
$1.99K ﹤0.01%
70
ITB icon
905
iShares US Home Construction ETF
ITB
$2.67B
$1.99K ﹤0.01%
22
FTV icon
906
Fortive
FTV
$18.6B
$1.99K ﹤0.01%
36
REG icon
907
Regency Centers
REG
$14.8B
$1.97K ﹤0.01%
26
MAA icon
908
Mid-America Apartment Communities
MAA
$14.9B
$1.95K ﹤0.01%
16
WTFC icon
909
Wintrust Financial
WTFC
$9.99B
$1.95K ﹤0.01%
+14
FOXA icon
910
Fox Class A
FOXA
$27.7B
$1.94K ﹤0.01%
33
MAS icon
911
Masco
MAS
$13.5B
$1.94K ﹤0.01%
32
PODD icon
912
Insulet
PODD
$14.1B
$1.89K ﹤0.01%
9
-1
FCNCA icon
913
First Citizens BancShares
FCNCA
$24B
$1.89K ﹤0.01%
1
FIS icon
914
Fidelity National Information Services
FIS
$24.9B
$1.88K ﹤0.01%
40
-8
POOL icon
915
Pool Corp
POOL
$8.35B
$1.85K ﹤0.01%
9
-35
GEN icon
916
Gen Digital
GEN
$12.2B
$1.83K ﹤0.01%
97
SSNC icon
917
SS&C Technologies
SSNC
$17.4B
$1.82K ﹤0.01%
27
GPN icon
918
Global Payments
GPN
$19.9B
$1.82K ﹤0.01%
27
DPZ icon
919
Domino's
DPZ
$12.5B
$1.81K ﹤0.01%
5
+2
LPLA icon
920
LPL Financial
LPLA
$25.5B
$1.8K ﹤0.01%
+6
IP icon
921
International Paper
IP
$19.7B
$1.79K ﹤0.01%
50
ELAN icon
922
Elanco Animal Health
ELAN
$11.8B
$1.78K ﹤0.01%
+74
CGMS icon
923
Capital Group US Multi-Sector Income ETF
CGMS
$4.63B
$1.75K ﹤0.01%
+64
HEAL
924
Global X Funds Global X HealthTech ETF
HEAL
$26.4M
$1.74K ﹤0.01%
73
HSBC icon
925
HSBC
HSBC
$316B
$1.73K ﹤0.01%
21
-49
35 36
37
38 39