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
401
$16.3K ﹤0.01%
33
+2
402
$16.2K ﹤0.01%
267
+139
403
$16.2K ﹤0.01%
49
-3
404
$16.2K ﹤0.01%
281
+54
405
$16.1K ﹤0.01%
40
+14
406
$15.9K ﹤0.01%
115
407
$15.8K ﹤0.01%
594
408
$15.7K ﹤0.01%
378
+220
409
$15.7K ﹤0.01%
76
410
$15.6K ﹤0.01%
+98
411
$15.4K ﹤0.01%
+553
412
$15.2K ﹤0.01%
163
413
$15.2K ﹤0.01%
470
+464
414
$15K ﹤0.01%
86
-4
415
$14.9K ﹤0.01%
475
416
$14.8K ﹤0.01%
57
+1
417
$14.8K ﹤0.01%
79
+4
418
$14.7K ﹤0.01%
195
+1
419
$14.7K ﹤0.01%
158
420
$14.6K ﹤0.01%
306
421
$14.6K ﹤0.01%
218
-457
422
$14.5K ﹤0.01%
+545
423
$14.2K ﹤0.01%
90
+2
424
$14.1K ﹤0.01%
226
+1
425
$14.1K ﹤0.01%
167
15 16
17
18 19