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
326
$23.1K 0.01%
470
327
$22.9K 0.01%
1,743
+1,519
328
$22.9K 0.01%
281
329
$22.9K 0.01%
122
+1
330
$22.8K 0.01%
133
331
$22.7K 0.01%
860
332
$22.7K 0.01%
107
333
$22.6K 0.01%
219
334
$22.6K 0.01%
201
+1
335
$22.4K 0.01%
656
+594
336
$22.3K 0.01%
118
+89
337
$22.3K 0.01%
23
+20
338
$22.3K 0.01%
171
+4
339
$22K 0.01%
+520
340
$21.8K 0.01%
271
341
$21.6K 0.01%
67
-10
342
$21.3K 0.01%
140
-1
343
$21.2K 0.01%
383
+194
344
$21.2K 0.01%
78
+66
345
$21.1K 0.01%
151
346
$21K 0.01%
88
+1
347
$20.9K 0.01%
167
348
$20.8K 0.01%
450
349
$20.7K 0.01%
94
+2
350
$20.6K 0.01%
56
12 13
14
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