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
351
$20.6K 0.01%
+184
352
$20.5K 0.01%
953
-989
353
$20.5K 0.01%
215
+56
354
$20.4K 0.01%
359
+156
355
$20.2K 0.01%
880
-17
356
$20.2K 0.01%
176
357
$20.1K 0.01%
+614
358
$20K 0.01%
+40
359
$19.9K 0.01%
140
+137
360
$19.9K 0.01%
302
-6,012
361
$19.9K 0.01%
298
+279
362
$19.6K ﹤0.01%
78
363
$19.4K ﹤0.01%
78
364
$19.3K ﹤0.01%
324
+20
365
$19.1K ﹤0.01%
172
366
$19.1K ﹤0.01%
317
367
$19.1K ﹤0.01%
234
+194
368
$19K ﹤0.01%
184
+124
369
$19K ﹤0.01%
232
-7
370
$19K ﹤0.01%
264
371
$18.9K ﹤0.01%
810
372
$18.8K ﹤0.01%
650
+54
373
$18.7K ﹤0.01%
111
-1
374
$18.7K ﹤0.01%
+144
375
$18.6K ﹤0.01%
97
13 14
15
16 17