AWM
Abound Wealth Management Portfolio holdings
AUM $300M
AUM
$300M
AUM Growth
-$12.1M (-4%)
Cap. Flow
-$1.71M
Cap. Flow % of AUM
-0.57%
Top 10 Holdings %Top 10 Hldgs %
70.09%
Holding
1,344
New
117
Increased
158
Reduced
603
Closed
74
Top Buys
| 1 | $3.07M | |
| 2 | $2.44M | |
| 3 | $2.3M | |
| 4 | $1.85M | |
| 5 | $1.74M |
Top Sells
| 1 | $17.1M | |
| 2 | $1.72M | |
| 3 | $1.09M | |
| 4 | $822K | |
| 5 | $798K |
Sector Composition
| 1 | Technology | 6.25% |
| 2 | Consumer Discretionary | 2.93% |
| 3 | Financials | 1.47% |
| 4 | Energy | 1.33% |
| 5 | Communication Services | 1.07% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $16.6K | 0.01% | 219 | New | +$16.6K | |||
| $16.5K | 0.01% | 143 -17 | -11% | -$1.97K | |||
| $16.5K | 0.01% | 97 -14 | -13% | -$2.38K | |||
| $16.4K | 0.01% | 24 -6 | -20% | -$4.1K | |||
| $16.4K | 0.01% | 188 -24 | -11% | -$2.09K | |||
| $16.3K | 0.01% | 146 -49 | -25% | -$5.47K | |||
| $16.2K | 0.01% | 295 | New | +$16.2K | |||
| $15.6K | 0.01% | 1,900 | New | +$15.6K | |||
| $15.6K | 0.01% | 102 -24 | -19% | -$3.66K | |||
| $15.6K | 0.01% | 173 -73 | -30% | -$6.56K | |||
| $15.5K | 0.01% | 682 -150 | -18% | -$3.41K | |||
| $15.4K | 0.01% | 110 -24 | -18% | -$3.36K | |||
| $15.4K | 0.01% | 334 -269 | -45% | -$12.4K | |||
| $15.4K | 0.01% | 310 | – | – | |||
| $15.3K | 0.01% | 225 -63 | -22% | -$4.28K | |||
| $15.2K | 0.01% | 22 -4 | -15% | -$2.77K | |||
| $15.2K | 0.01% | 78 +76 | +3,800% | +$14.8K | |||
| $15K | 0.01% | 509 -424 | -45% | -$12.5K | |||
| $15K | 0.01% | 158 | – | – | |||
| $14.9K | 0.01% | 93 | – | – | |||
| $14.9K | 0.01% | 218 | – | – | |||
| $14.8K | 0% | 72 -21 | -23% | -$4.31K | |||
| $14.7K | 0% | 28 +16 | +133% | +$8.42K | |||
| $14.7K | 0% | 602 | New | +$14.7K | |||
| $14.5K | 0% | 292 | – | – |
