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
RIO icon
926
Rio Tinto
RIO
$118B
$529 ﹤0.01%
8
BIDU icon
927
Baidu
BIDU
$40.9B
$528 ﹤0.01%
4
HMC icon
928
Honda
HMC
$38.2B
$524 ﹤0.01%
17
IX icon
929
ORIX
IX
$30.7B
$523 ﹤0.01%
20
MIR icon
930
Mirion Technologies
MIR
$6.07B
$512 ﹤0.01%
+22
ESLT icon
931
Elbit Systems
ESLT
$21.6B
$510 ﹤0.01%
1
GFI icon
932
Gold Fields
GFI
$37B
$504 ﹤0.01%
12
SCCO icon
933
Southern Copper
SCCO
$110B
$486 ﹤0.01%
4
CYBR icon
934
CyberArk
CYBR
$23.1B
$484 ﹤0.01%
1
LTC
935
LTC Properties
LTC
$1.71B
$480 ﹤0.01%
13
KEP icon
936
Korea Electric Power
KEP
$22.3B
$470 ﹤0.01%
36
-27
TKC icon
937
Turkcell
TKC
$5.01B
$470 ﹤0.01%
78
KN icon
938
Knowles
KN
$1.95B
$467 ﹤0.01%
+20
WAY
939
Waystar Holding Corp
WAY
$6.69B
$456 ﹤0.01%
+12
ALC icon
940
Alcon
ALC
$38.9B
$448 ﹤0.01%
6
EQNR icon
941
Equinor
EQNR
$57.1B
$439 ﹤0.01%
18
BRCC icon
942
BRC Inc
BRCC
$147M
$437 ﹤0.01%
280
RDN icon
943
Radian Group
RDN
$4.81B
$435 ﹤0.01%
12
NWG icon
944
NatWest
NWG
$67.6B
$425 ﹤0.01%
30
ESE icon
945
ESCO Technologies
ESE
$5.27B
$423 ﹤0.01%
2
AU icon
946
AngloGold Ashanti
AU
$42.3B
$422 ﹤0.01%
6
+2
NU icon
947
Nu Holdings
NU
$85.3B
$417 ﹤0.01%
26
CORT icon
948
Corcept Therapeutics
CORT
$8.5B
$416 ﹤0.01%
5
CHKP icon
949
Check Point Software Technologies
CHKP
$20.1B
$414 ﹤0.01%
2
JXN icon
950
Jackson Financial
JXN
$6.63B
$405 ﹤0.01%
4