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
401
$8.17K ﹤0.01%
26
-87
402
$8.09K ﹤0.01%
78
-13
403
$8.06K ﹤0.01%
239
-5
404
$8.04K ﹤0.01%
31
-7
405
$7.96K ﹤0.01%
90
406
$7.89K ﹤0.01%
179
407
$7.83K ﹤0.01%
80
408
$7.82K ﹤0.01%
45
409
$7.8K ﹤0.01%
136
-13
410
$7.72K ﹤0.01%
143
411
$7.72K ﹤0.01%
129
412
$7.62K ﹤0.01%
69
413
$7.61K ﹤0.01%
85
414
$7.52K ﹤0.01%
225
+17
415
$7.39K ﹤0.01%
38
-9
416
$7.39K ﹤0.01%
267
+1
417
$7.34K ﹤0.01%
25
-10
418
$7.31K ﹤0.01%
157
419
$7.25K ﹤0.01%
415
-12
420
$7.22K ﹤0.01%
81
-4
421
$7.17K ﹤0.01%
45
-103
422
$7.13K ﹤0.01%
113
-9
423
$7.11K ﹤0.01%
52
424
$7.1K ﹤0.01%
150
-8
425
$7.09K ﹤0.01%
55
-2
15 16
17
18 19