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
376
$9.78K ﹤0.01%
150
377
$9.75K ﹤0.01%
144
378
$9.66K ﹤0.01%
43
-3
379
$9.63K ﹤0.01%
79
-111
380
$9.62K ﹤0.01%
59
+4
381
$9.59K ﹤0.01%
61
-2
382
$9.44K ﹤0.01%
446
-85
383
$9.3K ﹤0.01%
367
384
$9.27K ﹤0.01%
+116
385
$9.26K ﹤0.01%
67
+4
386
$9.13K ﹤0.01%
200
387
$9.04K ﹤0.01%
64
-12
388
$8.98K ﹤0.01%
31
+5
389
$8.93K ﹤0.01%
6
-3
390
$8.89K ﹤0.01%
178
-62
391
$8.56K ﹤0.01%
9
-2
392
$8.53K ﹤0.01%
19
393
$8.5K ﹤0.01%
61
+2
394
$8.49K ﹤0.01%
180
-32
395
$8.41K ﹤0.01%
124
+11
396
$8.34K ﹤0.01%
116
-10
397
$8.33K ﹤0.01%
11
-2
398
$8.33K ﹤0.01%
119
-13
399
$8.3K ﹤0.01%
61
-9
400
$8.28K ﹤0.01%
94
14 15
16
17 18