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 Buys

1
+$3M
2
+$2.69M
3
+$2.23M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.29M

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
TFC icon
151
Truist Financial
TFC
$62.8B
$98.9K 0.02%
2,151
-52
MELI icon
152
Mercado Libre
MELI
$94.1B
$98.6K 0.02%
57
ESGV icon
153
Vanguard ESG US Stock ETF
ESGV
$12.4B
$98.3K 0.02%
875
+75
ABT icon
154
Abbott
ABT
$168B
$94.8K 0.02%
924
+17
SYY icon
155
Sysco
SYY
$36.5B
$94.2K 0.02%
1,321
+18
IWD icon
156
iShares Russell 1000 Value ETF
IWD
$74.8B
$93.7K 0.02%
439
+7
FSSL
157
FS Specialty Lending Fund
FSSL
$949M
$93.6K 0.02%
7,479
+237
MSTR icon
158
Strategy Inc
MSTR
$57.7B
$93.2K 0.02%
747
TT icon
159
Trane Technologies
TT
$105B
$92.3K 0.02%
222
+4
T icon
160
AT&T
T
$185B
$91.7K 0.02%
3,161
+448
PXF icon
161
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.79B
$91.1K 0.02%
1,303
+111
KR icon
162
Kroger
KR
$41.8B
$89.8K 0.02%
1,241
+27
BIV icon
163
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
$87.6K 0.02%
1,135
+8
BSX icon
164
Boston Scientific
BSX
$95.5B
$86.2K 0.02%
1,374
-35
VHT icon
165
Vanguard Health Care ETF
VHT
$16.6B
$85.6K 0.02%
314
GLW icon
166
Corning
GLW
$141B
$85.4K 0.02%
628
+52
ONEQ icon
167
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.75B
$85K 0.02%
1,001
-14
NWBI icon
168
Northwest Bancshares
NWBI
$1.97B
$84.6K 0.02%
6,663
-165
DFAS icon
169
Dimensional US Small Cap ETF
DFAS
$13.9B
$84.3K 0.02%
1,185
+125
VT icon
170
Vanguard Total World Stock ETF
VT
$68.3B
$83.2K 0.02%
602
+101
ASTS icon
171
AST SpaceMobile
ASTS
$25B
$82.9K 0.02%
1,000
OGS icon
172
ONE Gas
OGS
$5.58B
$82.8K 0.02%
961
IUSG icon
173
iShares Core S&P US Growth ETF
IUSG
$29.6B
$82K 0.02%
529
+10
TMUS icon
174
T-Mobile US
TMUS
$218B
$81.6K 0.02%
388
+301
IWF icon
175
iShares Russell 1000 Growth ETF
IWF
$125B
$81.1K 0.02%
190
+27
5 6
7
8 9