AWM
Abound Wealth Management Portfolio holdings
AUM
$427M
1-Year Est. Return
16.48%
This Fund
S&P 500
1 Year Est. Return
+16.48%
AUM
$427M
AUM Growth
+$27.4M
(+6.9%)
Holding
1,507
Top Buys
| 1 | +$4.35M | |
| 2 | +$3.34M | |
| 3 | +$1.79M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.42M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.09M |
Top Sells
| 1 | +$151K | |
| 2 | +$146K | |
| 3 | +$143K | |
| 4 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$131K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1501
Parsons
PSN
$7.05B
| – | – |
-155
|
|
||
1502
Papa John's
PZZA
$1.05B
| – | – |
-8
|
|
||
|
RC
1503
Ready Capital
RC
$327M
| – | – |
-33
|
|
||
1504
Transocean
RIG
$6.73B
| – | – |
-27
|
|
||
1505
Global X S&P 500 Covered Call ETF
XYLD
$3.15B
| – | – |
-234
|
|
||
1506
NEOS Nasdaq 100 High Income ETF
QQQI
$8.81B
| – | – |
-185
|
|
||
|
ETH
1507
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.59B
| – | – |
-23
|
|