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
301
$15.3K 0.01%
143
-33
302
$15.2K 0.01%
111
303
$15.1K 0.01%
363
-43
304
$14.9K 0.01%
218
-96
305
$14.9K 0.01%
50
-3
306
$14.8K 0.01%
62
-5
307
$14.7K 0.01%
120
308
$14.7K 0.01%
144
-47
309
$14.7K 0.01%
62
-3
310
$14.6K 0.01%
515
311
$14.4K 0.01%
80
312
$14.3K 0.01%
43
313
$14.2K 0.01%
250
-2
314
$14K 0.01%
289
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315
$14K 0.01%
772
+200
316
$14K 0.01%
208
-14
317
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309
318
$14K 0.01%
80
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$13.6K 0.01%
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320
$13.6K 0.01%
175
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321
$13.6K 0.01%
60
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322
$13.4K ﹤0.01%
26
-2
323
$13.3K ﹤0.01%
166
324
$13.3K ﹤0.01%
272
325
$13.1K ﹤0.01%
90
-16
11 12
13
14 15