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
376
$18.5K ﹤0.01%
132
-41
377
$18.5K ﹤0.01%
509
378
$18.4K ﹤0.01%
24
+1
379
$18.2K ﹤0.01%
102
380
$18.2K ﹤0.01%
337
+45
381
$18.1K ﹤0.01%
+243
382
$18K ﹤0.01%
143
-356
383
$18K ﹤0.01%
598
384
$17.7K ﹤0.01%
180
385
$17.7K ﹤0.01%
105
386
$17.7K ﹤0.01%
329
387
$17.6K ﹤0.01%
196
+9
388
$17.4K ﹤0.01%
709
+621
389
$17.3K ﹤0.01%
53
+13
390
$17.2K ﹤0.01%
491
+479
391
$17.1K ﹤0.01%
49
392
$17K ﹤0.01%
+379
393
$17K ﹤0.01%
295
394
$16.9K ﹤0.01%
37
395
$16.8K ﹤0.01%
+604
396
$16.8K ﹤0.01%
54
-7
397
$16.8K ﹤0.01%
24
398
$16.7K ﹤0.01%
602
399
$16.6K ﹤0.01%
244
+78
400
$16.5K ﹤0.01%
130
+42
14 15
16
17 18