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
426
$14K ﹤0.01%
70
427
$14K ﹤0.01%
141
428
$13.9K ﹤0.01%
126
429
$13.7K ﹤0.01%
165
+138
430
$13.3K ﹤0.01%
218
+1
431
$13.3K ﹤0.01%
374
+1
432
$13.2K ﹤0.01%
324
433
$13.2K ﹤0.01%
+102
434
$13.2K ﹤0.01%
189
+1
435
$13.1K ﹤0.01%
102
-21
436
$13K ﹤0.01%
+78
437
$13K ﹤0.01%
66
438
$12.9K ﹤0.01%
50
439
$12.9K ﹤0.01%
109
440
$12.9K ﹤0.01%
107
-8
441
$12.9K ﹤0.01%
155
442
$12.8K ﹤0.01%
+408
443
$12.6K ﹤0.01%
13
-1
444
$12.6K ﹤0.01%
210
+31
445
$12.6K ﹤0.01%
26
446
$12.6K ﹤0.01%
263
+110
447
$12.3K ﹤0.01%
202
+1
448
$12.2K ﹤0.01%
39
-3
449
$12.2K ﹤0.01%
17
-3
450
$12.2K ﹤0.01%
166
16 17
18
19 20