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
276
$33K 0.01%
56
277
$32.9K 0.01%
59
+14
278
$32.8K 0.01%
350
279
$32.7K 0.01%
243
+188
280
$32.7K 0.01%
379
281
$32K 0.01%
327
+8
282
$31.8K 0.01%
223
+154
283
$31.3K 0.01%
125
+8
284
$31.3K 0.01%
+772
285
$31.2K 0.01%
342
-248
286
$30.9K 0.01%
236
287
$29.8K 0.01%
61
288
$29.8K 0.01%
948
+1
289
$29K 0.01%
1,140
+23
290
$29K 0.01%
302
291
$29K 0.01%
+641
292
$28.2K 0.01%
584
+23
293
$28.1K 0.01%
56
+1
294
$27.9K 0.01%
102
+76
295
$27.7K 0.01%
157
+12
296
$27.6K 0.01%
+265
297
$27.6K 0.01%
165
-23
298
$27.5K 0.01%
178
+17
299
$27.4K 0.01%
194
300
$27.3K 0.01%
70
-2
10 11
12
13 14