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
$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
$138B
$529 ﹤0.01%
8
BIDU icon
927
Baidu
BIDU
$51.4B
$528 ﹤0.01%
4
HMC icon
928
Honda
HMC
$40B
$524 ﹤0.01%
17
IX icon
929
ORIX
IX
$34B
$523 ﹤0.01%
20
MIR icon
930
Mirion Technologies
MIR
$6.58B
$512 ﹤0.01%
+22
ESLT icon
931
Elbit Systems
ESLT
$33.9B
$510 ﹤0.01%
1
GFI icon
932
Gold Fields
GFI
$44.2B
$504 ﹤0.01%
12
SCCO icon
933
Southern Copper
SCCO
$148B
$486 ﹤0.01%
4
CYBR icon
934
CyberArk
CYBR
$22.9B
$484 ﹤0.01%
1
LTC
935
LTC Properties
LTC
$1.76B
$480 ﹤0.01%
13
TKC icon
936
Turkcell
TKC
$5.31B
$470 ﹤0.01%
78
KEP icon
937
Korea Electric Power
KEP
$24.1B
$470 ﹤0.01%
36
-27
KN icon
938
Knowles
KN
$2.09B
$467 ﹤0.01%
+20
WAY
939
Waystar Holding Corp
WAY
$5.79B
$456 ﹤0.01%
+12
ALC icon
940
Alcon
ALC
$38.8B
$448 ﹤0.01%
6
EQNR icon
941
Equinor
EQNR
$63.4B
$439 ﹤0.01%
18
BRCC icon
942
BRC Inc
BRCC
$112M
$437 ﹤0.01%
280
RDN icon
943
Radian Group
RDN
$4.49B
$435 ﹤0.01%
12
NWG icon
944
NatWest
NWG
$70B
$425 ﹤0.01%
30
ESE icon
945
ESCO Technologies
ESE
$5.66B
$423 ﹤0.01%
2
AU icon
946
AngloGold Ashanti
AU
$50B
$422 ﹤0.01%
6
+2
NU icon
947
Nu Holdings
NU
$80.4B
$417 ﹤0.01%
26
CORT icon
948
Corcept Therapeutics
CORT
$3.65B
$416 ﹤0.01%
5
CHKP icon
949
Check Point Software Technologies
CHKP
$19.9B
$414 ﹤0.01%
2
JXN icon
950
Jackson Financial
JXN
$7.72B
$405 ﹤0.01%
4