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

Top Buys

1
+$2.45M
2
+$2.1M
3
+$1.37M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$423K
5
JPM icon
JPMorgan Chase
JPM
+$350K

Top Sells

1
+$664K
2
+$506K
3
+$416K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$239K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$207K

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
276
$17.7K 0.01%
30
-1
277
$17.6K 0.01%
101
-5
278
$17.6K 0.01%
1,309
-18
279
$17.4K 0.01%
90
280
$17.3K 0.01%
167
281
$17.2K 0.01%
324
282
$17.2K 0.01%
295
-29
283
$17.1K 0.01%
263
284
$16.9K 0.01%
164
285
$16.8K 0.01%
66
+6
286
$16.7K 0.01%
379
287
$16.7K 0.01%
54
-7
288
$16.5K 0.01%
68
+1
289
$16.5K 0.01%
64
290
$16.4K 0.01%
69
-4
291
$16.3K 0.01%
81
292
$16.1K 0.01%
43
-3
293
$16K 0.01%
165
+2
294
$16K 0.01%
118
295
$15.8K 0.01%
158
296
$15.5K 0.01%
494
-30
297
$15.5K 0.01%
262
-3
298
$15.4K 0.01%
369
299
$15.4K 0.01%
112
-17
300
$15.3K 0.01%
36
+2
10 11
12
13 14