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
$271M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.1M
3
+$1.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$440K
5
JPM icon
JPMorgan Chase
JPM
+$362K

Top Sells

1
+$690K
2
+$502K
3
+$413K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$243K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$217K

Sector Composition

1 Technology 5.89%
2 Consumer Discretionary 2.5%
3 Financials 1.56%
4 Energy 1.16%
5 Communication Services 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24.8K 0.01%
362
+349
227
$24.7K 0.01%
146
+4
228
$24.7K 0.01%
657
229
$24.7K 0.01%
109
-12
230
$24.6K 0.01%
176
231
$24K 0.01%
116
-7
232
$23.8K 0.01%
88
233
$23.4K 0.01%
102
234
$22.9K 0.01%
73
235
$22.6K 0.01%
27
236
$22.5K 0.01%
+98
237
$22.1K 0.01%
105
-2
238
$22K 0.01%
145
239
$21.9K 0.01%
456
240
$21.6K 0.01%
64
241
$21.5K 0.01%
643
242
$21.2K 0.01%
+280
243
$21.1K 0.01%
423
+4
244
$21.1K 0.01%
274
-61
245
$21K 0.01%
103
+32
246
$20.8K 0.01%
1,090
-30
247
$20.7K 0.01%
264
+2
248
$20.7K 0.01%
156
+3
249
$20.3K 0.01%
258
250
$20.3K 0.01%
112
8 9
10
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