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
$427M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,507
New
Increased
Reduced
Closed

Top Buys

1 +$4.35M
2 +$3.34M
3 +$1.79M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.42M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M

Top Sells

1 +$151K
2 +$146K
3 +$143K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$131K
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
NWG icon
951
NatWest
NWG
$62.5B
$525 ﹤0.01%
30
GFI icon
952
Gold Fields
GFI
$39.3B
$524 ﹤0.01%
12
DEO icon
953
Diageo
DEO
$44.1B
$518 ﹤0.01%
6
MIR icon
954
Mirion Technologies
MIR
$4.89B
$516 ﹤0.01%
22
AU icon
955
AngloGold Ashanti
AU
$48.9B
$512 ﹤0.01%
6
ITT icon
956
ITT
ITT
$19.6B
$486 ﹤0.01%
+3
FORM icon
957
FormFactor
FORM
$11.6B
$484 ﹤0.01%
9
+5
TTMI icon
958
TTM Technologies
TTMI
$13.8B
$483 ﹤0.01%
7
ETSY icon
959
Etsy
ETSY
$6.04B
$475 ﹤0.01%
9
+3
NWS icon
960
News Corp Class B
NWS
$16.7B
$475 ﹤0.01%
16
ALC icon
961
Alcon
ALC
$37B
$473 ﹤0.01%
6
NWSA icon
962
News Corp Class A
NWSA
$14.4B
$471 ﹤0.01%
18
GLOB icon
963
Globant
GLOB
$1.87B
$458 ﹤0.01%
7
EVR icon
964
Evercore
EVR
$13.8B
$450 ﹤0.01%
+1
CYBR
965
DELISTED
CyberArk
CYBR
$447 ﹤0.01%
1
CIB icon
966
Grupo Cibest SA
CIB
$17.1B
$446 ﹤0.01%
7
NU icon
967
Nu Holdings
NU
$70.3B
$436 ﹤0.01%
26
RDN icon
968
Radian Group
RDN
$4.85B
$432 ﹤0.01%
12
EAT icon
969
Brinker International
EAT
$6.26B
$431 ﹤0.01%
3
CTS icon
970
CTS Corp
CTS
$1.59B
$429 ﹤0.01%
10
+6
JXN icon
971
Jackson Financial
JXN
$7.98B
$427 ﹤0.01%
4
TKC icon
972
Turkcell
TKC
$5.51B
$427 ﹤0.01%
78
EQNR icon
973
Equinor
EQNR
$96.2B
$426 ﹤0.01%
18
NVT icon
974
nVent Electric
NVT
$23.1B
$421 ﹤0.01%
+4
LOGI icon
975
Logitech
LOGI
$13.9B
$401 ﹤0.01%
4
+1