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
251
$20.3K 0.01%
319
-3
252
$19.5K 0.01%
65
253
$19.4K 0.01%
179
-19
254
$19.2K 0.01%
171
-7
255
$19.2K 0.01%
151
-133
256
$19.1K 0.01%
492
257
$19K 0.01%
258
-14
258
$19K 0.01%
125
-1
259
$18.8K 0.01%
288
-34
260
$18.8K 0.01%
119
261
$18.8K 0.01%
240
+1
262
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48
+1
263
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93
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264
$18.7K 0.01%
31
+1
265
$18.4K 0.01%
189
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266
$18.2K 0.01%
147
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267
$18.1K 0.01%
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$18K 0.01%
130
270
$17.9K 0.01%
120
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$17.9K 0.01%
378
272
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68
273
$17.9K 0.01%
338
+201
274
$17.8K 0.01%
101
-5
275
$17.7K 0.01%
267
+1
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