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
326
$12.8K ﹤0.01%
1,427
327
$12.8K ﹤0.01%
447
-12
328
$12.8K ﹤0.01%
91
-5
329
$12.6K ﹤0.01%
141
330
$12.6K ﹤0.01%
1,001
-50
331
$12.5K ﹤0.01%
182
-25
332
$12.3K ﹤0.01%
252
333
$12.3K ﹤0.01%
180
-30
334
$12.2K ﹤0.01%
49
-14
335
$12.1K ﹤0.01%
87
-5
336
$12.1K ﹤0.01%
306
337
$12K ﹤0.01%
292
338
$11.9K ﹤0.01%
60
-8
339
$11.9K ﹤0.01%
115
+4
340
$11.8K ﹤0.01%
21
-3
341
$11.7K ﹤0.01%
93
-14
342
$11.7K ﹤0.01%
230
343
$11.7K ﹤0.01%
324
344
$11.6K ﹤0.01%
293
-13
345
$11.6K ﹤0.01%
30
+3
346
$11.5K ﹤0.01%
344
347
$11.3K ﹤0.01%
148
+10
348
$11.1K ﹤0.01%
74
-33
349
$11K ﹤0.01%
9
350
$11K ﹤0.01%
106
-6
12 13
14
15 16