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
251
$37.9K 0.01%
791
252
$37.7K 0.01%
393
+54
253
$37.1K 0.01%
1,378
+11
254
$36.8K 0.01%
109
+85
255
$36.6K 0.01%
47
+24
256
$36.4K 0.01%
1,251
+300
257
$36.4K 0.01%
358
+74
258
$36.2K 0.01%
539
+77
259
$36.1K 0.01%
+988
260
$36.1K 0.01%
803
261
$35.8K 0.01%
433
-53
262
$35.2K 0.01%
175
-27
263
$34.8K 0.01%
529
264
$34.7K 0.01%
280
-10
265
$34.4K 0.01%
117
266
$34.4K 0.01%
456
+237
267
$34.3K 0.01%
354
268
$33.8K 0.01%
405
-5
269
$33.7K 0.01%
+172
270
$33.6K 0.01%
2,577
271
$33.6K 0.01%
496
+102
272
$33.5K 0.01%
497
-1
273
$33.5K 0.01%
71
+1
274
$33.4K 0.01%
141
275
$33.4K 0.01%
520
+6
9 10
11
12 13