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
$354M
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,351
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$2.42M
3
+$1.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.67M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.6M

Top Sells

1
+$2.65M
2
+$2.26M
3
+$724K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$546K
5
NSC icon
Norfolk Southern
NSC
+$422K

Sector Composition

1 Technology 6.34%
2 Consumer Discretionary 2.97%
3 Financials 1.46%
4 Communication Services 1.39%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
76
IBM
IBM
$282B
$205K 0.06%
694
+6
CRM icon
77
Salesforce
CRM
$223B
$204K 0.06%
750
-12
WMT icon
78
Walmart
WMT
$896B
$204K 0.06%
2,086
-182
SPEM icon
79
SPDR Portfolio Emerging Markets ETF
SPEM
$15.2B
$202K 0.06%
4,724
+66
FTEC icon
80
Fidelity MSCI Information Technology Index ETF
FTEC
$16.8B
$200K 0.06%
1,014
-30
MA icon
81
Mastercard
MA
$490B
$197K 0.06%
350
+41
TTD icon
82
Trade Desk
TTD
$19.3B
$194K 0.05%
2,701
+810
FNDC icon
83
Schwab Fundamental International Small Company Index ETF
FNDC
$3B
$194K 0.05%
4,608
+2,814
ADBE icon
84
Adobe
ADBE
$135B
$188K 0.05%
486
+349
ORCL icon
85
Oracle
ORCL
$573B
$185K 0.05%
845
-8
CNI icon
86
Canadian National Railway
CNI
$59.1B
$182K 0.05%
1,753
WFC icon
87
Wells Fargo
WFC
$271B
$176K 0.05%
2,194
+9
FNDE icon
88
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.11B
$171K 0.05%
5,178
+3,958
VBR icon
89
Vanguard Small-Cap Value ETF
VBR
$31.6B
$169K 0.05%
866
-37
BABA icon
90
Alibaba
BABA
$384B
$163K 0.05%
1,440
+408
IVW icon
91
iShares S&P 500 Growth ETF
IVW
$66.6B
$163K 0.05%
1,480
-905
VCIT icon
92
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$162K 0.05%
+1,951
SILA
93
Sila Realty Trust
SILA
$1.29B
$158K 0.04%
6,666
+107
CAT icon
94
Caterpillar
CAT
$273B
$155K 0.04%
400
-18
ABT icon
95
Abbott
ABT
$220B
$154K 0.04%
1,132
+3
LLY icon
96
Eli Lilly
LLY
$936B
$153K 0.04%
196
+6
SMG icon
97
ScottsMiracle-Gro
SMG
$3.22B
$153K 0.04%
2,319
+24
CDNS icon
98
Cadence Design Systems
CDNS
$86.5B
$150K 0.04%
486
-5
MELI icon
99
Mercado Libre
MELI
$107B
$149K 0.04%
57
-3
MCD icon
100
McDonald's
MCD
$214B
$147K 0.04%
504
+243
2 3
4
5 6