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 | |
|---|---|---|---|---|---|---|---|
| $14.5K | 0% | 42 -1 | -2% | -$345 | |||
| $14.4K | 0% | 66 -21 | -24% | -$4.57K | |||
| $14.3K | 0% | 303 | New | +$14.3K | |||
| $14.2K | 0% | 163 | – | – | |||
| $14.1K | 0% | 378 -3 | -0.8% | -$112 | |||
| $14.1K | 0% | 58 -42 | -42% | -$10.2K | |||
| $13.9K | 0% | 144 -28 | -16% | -$2.7K | |||
| $13.8K | 0% | 129 +125 | +3,125% | +$13.3K | |||
| $13.4K | 0% | 475 +435 | +1,088% | +$12.2K | |||
| $13.2K | 0% | 173 -4 | -2% | -$306 | |||
| $13.2K | 0% | 194 -96 | -33% | -$6.52K | |||
| $13.2K | 0% | 329 | New | +$13.2K | |||
| $13K | 0% | 30 -9 | -23% | -$3.91K | |||
| $13K | 0% | 46 +23 | +100% | +$6.51K | |||
| $13K | 0% | 52 -11 | -17% | -$2.75K | |||
| $13K | 0% | 72 -17 | -19% | -$3.07K | |||
| $12.9K | 0% | 54 -17 | -24% | -$4.06K | |||
| $12.9K | 0% | 608 | – | – | |||
| $12.8K | 0% | 80 | – | – | |||
| $12.8K | 0% | 114 -21 | -16% | -$2.35K | |||
| $12.6K | 0% | 84 +14 | +20% | +$2.1K | |||
| $12.4K | 0% | 370 +254 | +219% | +$8.53K | |||
| $12.4K | 0% | 324 | – | – | |||
| $12.4K | 0% | 447 +51 | +13% | +$1.41K | |||
| $12.3K | 0% | 197 -251 | -56% | -$15.6K |
