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
426
$7.09K ﹤0.01%
217
427
$7.07K ﹤0.01%
22
428
$7K ﹤0.01%
352
-4
429
$7K ﹤0.01%
49
-8
430
$6.98K ﹤0.01%
60
-14
431
$6.96K ﹤0.01%
31
432
$6.96K ﹤0.01%
72
-5
433
$6.94K ﹤0.01%
25
434
$6.86K ﹤0.01%
68
-9
435
$6.82K ﹤0.01%
537
+396
436
$6.82K ﹤0.01%
45
-6
437
$6.8K ﹤0.01%
102
-12
438
$6.8K ﹤0.01%
276
439
$6.8K ﹤0.01%
22
440
$6.78K ﹤0.01%
60
-1
441
$6.74K ﹤0.01%
80
442
$6.71K ﹤0.01%
46
+1
443
$6.67K ﹤0.01%
40
-5
444
$6.67K ﹤0.01%
124
+2
445
$6.64K ﹤0.01%
58
446
$6.61K ﹤0.01%
26
-4
447
$6.48K ﹤0.01%
122
-14
448
$6.34K ﹤0.01%
43
-4
449
$6.29K ﹤0.01%
24
450
$6.25K ﹤0.01%
8
-2
16 17
18
19 20