AWM
Abound Wealth Management Portfolio holdings
AUM
$427M
1-Year Est. Return
16.48%
1 Year Est. Return
+16.48%
AUM
$427M
AUM Growth
+$27.4M
(+6.9%)
Holding
1,507
Top Buys
| 1 | +$4.37M | |
| 2 | +$3.32M | |
| 3 | +$1.76M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.43M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.1M |
Top Sells
| 1 | +$163K | |
| 2 | +$157K | |
| 3 | +$149K | |
| 4 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$132K |
| 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
Invesco Dorsey Wright Momentum ETF
PDP
$1.38B
| – | – |
-80
|
|
||
1502
CPI Card Group
PMTS
$159M
| – | – |
-11
|
|
||
1503
Parsons
PSN
$7.69B
| – | – |
-155
|
|
||
1504
Papa John's
PZZA
$1.21B
| – | – |
-8
|
|
||
|
RC
1505
Ready Capital
RC
$362M
| – | – |
-33
|
|
||
1506
Transocean
RIG
$4.74B
| – | – |
-27
|
|