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
351
$11K ﹤0.01%
130
352
$10.9K ﹤0.01%
60
-22
353
$10.8K ﹤0.01%
200
354
$10.8K ﹤0.01%
171
-2
355
$10.8K ﹤0.01%
179
+24
356
$10.7K ﹤0.01%
116
357
$10.7K ﹤0.01%
130
+30
358
$10.6K ﹤0.01%
68
359
$10.5K ﹤0.01%
24
360
$10.5K ﹤0.01%
247
-30
361
$10.5K ﹤0.01%
95
-8
362
$10.4K ﹤0.01%
72
-3
363
$10.3K ﹤0.01%
139
-2
364
$10.3K ﹤0.01%
40
+4
365
$10.3K ﹤0.01%
295
-106
366
$10.3K ﹤0.01%
234
367
$10.2K ﹤0.01%
21
368
$10.1K ﹤0.01%
189
+2
369
$10.1K ﹤0.01%
186
-22
370
$10K ﹤0.01%
30
-3
371
$9.96K ﹤0.01%
37
-9
372
$9.96K ﹤0.01%
46
373
$9.9K ﹤0.01%
96
-20
374
$9.85K ﹤0.01%
167
-9
375
$9.85K ﹤0.01%
338
13 14
15
16 17