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
$399M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.4M
3
+$1.73M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.67M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.49M

Top Sells

1
+$381K
2
+$307K
3
+$301K
4
AAPL icon
Apple
AAPL
+$245K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$212K

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
226
$43.8K 0.01%
253
-1
227
$43.8K 0.01%
155
+69
228
$43K 0.01%
500
229
$43K 0.01%
199
+10
230
$42.3K 0.01%
208
+1
231
$42.1K 0.01%
380
232
$42K 0.01%
150
233
$42K 0.01%
299
-104
234
$41.9K 0.01%
216
+1
235
$41.9K 0.01%
2,045
236
$41.5K 0.01%
914
+3
237
$41.1K 0.01%
309
238
$40.8K 0.01%
+367
239
$40.4K 0.01%
1,000
240
$40.2K 0.01%
140
+63
241
$40.1K 0.01%
523
+495
242
$40K 0.01%
631
-3
243
$39.1K 0.01%
+790
244
$39.1K 0.01%
476
+5
245
$38.9K 0.01%
79
246
$38.7K 0.01%
195
+1
247
$38.5K 0.01%
124
248
$38.2K 0.01%
193
-4
249
$38.1K 0.01%
240
-12
250
$37.9K 0.01%
1,294
-4
8 9
10
11 12