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
301
$26.9K 0.01%
140
+81
302
$26.9K 0.01%
217
+6
303
$26.6K 0.01%
34
+23
304
$26.6K 0.01%
1,421
+18
305
$26.2K 0.01%
275
+10
306
$26.2K 0.01%
456
307
$26K 0.01%
500
308
$26K 0.01%
176
309
$26K 0.01%
160
310
$25.8K 0.01%
166
311
$25.4K 0.01%
103
312
$25.3K 0.01%
91
+1
313
$25.1K 0.01%
749
-165
314
$25K 0.01%
106
315
$25K 0.01%
250
316
$25K 0.01%
349
+323
317
$24.6K 0.01%
943
+910
318
$24.3K 0.01%
+34
319
$24.1K 0.01%
98
+29
320
$24K 0.01%
75
+7
321
$23.9K 0.01%
+143
322
$23.8K 0.01%
22
+1
323
$23.6K 0.01%
198
324
$23.3K 0.01%
409
325
$23.2K 0.01%
1,900
11 12
13
14 15