AWM
UPWK icon

Abound Wealth Management’s Upwork UPWK Stock Holding History

Abound Wealth Management’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59 Hold
7
– – ﹤0.01% 1338
2026
Q1 		$77 Hold
7
– – ﹤0.01% 1453
2025
Q4 		$139 Buy
+7
New +$128 ﹤0.01% 1317

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Wealth Enhancement Advisory Services
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LI
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GI
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VCM
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S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
AFC
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MPWT
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EB
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