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 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
PBR icon
1101
Petrobras
PBR
$132B
$353 ﹤0.01%
17
-7
WWD icon
1102
Woodward
WWD
$23.5B
$348 ﹤0.01%
1
FLS icon
1103
Flowserve
FLS
$10.7B
$345 ﹤0.01%
5
DOCN icon
1104
DigitalOcean
DOCN
$8.9B
$344 ﹤0.01%
4
HUBB icon
1105
Hubbell
HUBB
$28.4B
$344 ﹤0.01%
1
NET icon
1106
Cloudflare
NET
$70.7B
$343 ﹤0.01%
2
BTSG icon
1107
BrightSpring Health Services
BTSG
$9.13B
$341 ﹤0.01%
8
BAP icon
1108
Credicorp
BAP
$26.3B
$340 ﹤0.01%
1
RACE icon
1109
Ferrari
RACE
$65.8B
$339 ﹤0.01%
1
KNX icon
1110
Knight Transportation
KNX
$10.5B
$337 ﹤0.01%
6
SBS icon
1111
Sabesp
SBS
$24.4B
$337 ﹤0.01%
11
FMX icon
1112
Fomento Económico Mexicano
FMX
$40.7B
$334 ﹤0.01%
3
ERIC icon
1113
Ericsson
ERIC
$37.9B
$327 ﹤0.01%
29
+8
ROG icon
1114
Rogers Corp
ROG
$2.18B
$326 ﹤0.01%
3
-4
GKOS icon
1115
Glaukos
GKOS
$7.3B
$323 ﹤0.01%
3
GLOB icon
1116
Globant
GLOB
$2.16B
$323 ﹤0.01%
7
SNEX icon
1117
StoneX
SNEX
$8.34B
$323 ﹤0.01%
4
-1
BBD icon
1118
Banco Bradesco
BBD
$44.5B
$318 ﹤0.01%
87
JXN icon
1119
Jackson Financial
JXN
$7.72B
$318 ﹤0.01%
3
-1
PUK icon
1120
Prudential
PUK
$38.7B
$313 ﹤0.01%
11
ABCB icon
1121
Ameris Bancorp
ABCB
$5.82B
$312 ﹤0.01%
4
FDIS icon
1122
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.82B
$310 ﹤0.01%
+3
SMTC icon
1123
Semtech
SMTC
$10B
$308 ﹤0.01%
4
BMI icon
1124
Badger Meter
BMI
$3.37B
$305 ﹤0.01%
2
SD icon
1125
SandRidge Energy
SD
$530M
$305 ﹤0.01%
19