AWM

Abound Wealth Management Portfolio holdings

AUM $399M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.27%
2 Consumer Discretionary 3.22%
3 Financials 1.22%
4 Energy 0.99%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$15.2K 0.01%
+109
227
$15.2K 0.01%
+103
228
$15.1K 0.01%
+473
229
$15K 0.01%
77
230
$14.7K 0.01%
+268
231
$14.7K 0.01%
+108
232
$14.4K 0.01%
+491
233
$14.4K 0.01%
+103
234
$14.3K 0.01%
+64
235
$14.3K 0.01%
+338
236
$14.2K 0.01%
+98
237
$14.1K 0.01%
68
238
$14K 0.01%
+116
239
$14K 0.01%
+94
240
$13.8K 0.01%
+171
241
$13.8K 0.01%
97
242
$13.7K 0.01%
167
243
$13.6K 0.01%
112
-39
244
$13.6K 0.01%
+432
245
$13.6K 0.01%
+40
246
$13.5K 0.01%
+305
247
$13.4K 0.01%
+179
248
$13.4K 0.01%
+280
249
$13.4K 0.01%
+86
250
$13.3K 0.01%
+295