AWM

Abound Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1 +$4.78M
2 +$2.48M
3 +$1.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.75M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.51M

Top Sells

1 +$397K
2 +$386K
3 +$324K
4
AAPL icon
Apple
AAPL
+$276K
5
BABA icon
Alibaba
BABA
+$254K

Sector Composition

1 Technology 6.54%
2 Consumer Discretionary 3.24%
3 Communication Services 1.45%
4 Financials 1.4%
5 Energy 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AXP icon
176
American Express
AXP
$251B
$66.6K 0.02%
200
+33
BSX icon
177
Boston Scientific
BSX
$131B
$66.3K 0.02%
679
RIVN icon
178
Rivian
RIVN
$20.4B
$66.1K 0.02%
4,505
+79
PXF icon
179
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.38B
$65.6K 0.02%
1,073
IUSV icon
180
iShares Core S&P US Value ETF
IUSV
$24.7B
$65.3K 0.02%
654
+2
VCR icon
181
Vanguard Consumer Discretionary ETF
VCR
$6.53B
$64.2K 0.02%
162
QCOM icon
182
Qualcomm
QCOM
$171B
$64K 0.02%
385
+125
CADE icon
183
Cadence Bank
CADE
$8.29B
$62.5K 0.02%
1,665
KNSL icon
184
Kinsale Capital Group
KNSL
$9.28B
$62.1K 0.02%
146
KMB icon
185
Kimberly-Clark
KMB
$33B
$61.9K 0.02%
498
+64
PPA icon
186
Invesco Aerospace & Defense ETF
PPA
$7.97B
$61.9K 0.02%
398
+1
SCHC icon
187
Schwab International Small-Cap Equity ETF
SCHC
$5.24B
$61.4K 0.02%
1,349
-1,568
KRG icon
188
Kite Realty
KRG
$5.12B
$61.3K 0.02%
2,751
ETN icon
189
Eaton
ETN
$134B
$61.3K 0.02%
164
-1
IJJ icon
190
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.41B
$60.8K 0.02%
469
JQUA icon
191
JPMorgan US Quality Factor ETF
JQUA
$7.73B
$60.6K 0.02%
964
TQQQ icon
192
ProShares UltraPro QQQ
TQQQ
$30B
$60.3K 0.02%
+1,168
NOW icon
193
ServiceNow
NOW
$134B
$60K 0.02%
325
+5
SSO icon
194
ProShares Ultra S&P500
SSO
$8.03B
$59.8K 0.02%
1,066
AMD icon
195
Advanced Micro Devices
AMD
$377B
$59.4K 0.01%
367
+62
TXN icon
196
Texas Instruments
TXN
$174B
$58.8K 0.01%
320
INTU icon
197
Intuit
INTU
$152B
$58.6K 0.01%
86
IGSB icon
198
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
$56.6K 0.01%
1,068
+12
VLGEA icon
199
Village Super Market
VLGEA
$527M
$56K 0.01%
1,500
TMFG icon
200
Motley Fool Global Opportunities ETF
TMFG
$379M
$55.8K 0.01%
1,864