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
451
$6.21K ﹤0.01%
111
+11
452
$6.18K ﹤0.01%
34
+5
453
$6.17K ﹤0.01%
200
454
$6.15K ﹤0.01%
109
455
$6.11K ﹤0.01%
64
456
$6.06K ﹤0.01%
51
457
$6.05K ﹤0.01%
51
-5
458
$5.97K ﹤0.01%
20
-6
459
$5.96K ﹤0.01%
208
460
$5.95K ﹤0.01%
150
461
$5.95K ﹤0.01%
142
462
$5.95K ﹤0.01%
62
-8
463
$5.93K ﹤0.01%
2
464
$5.92K ﹤0.01%
2,192
+33
465
$5.88K ﹤0.01%
78
-7
466
$5.86K ﹤0.01%
65
+7
467
$5.84K ﹤0.01%
103
468
$5.83K ﹤0.01%
20
+6
469
$5.81K ﹤0.01%
36
+12
470
$5.78K ﹤0.01%
96
471
$5.7K ﹤0.01%
9
-1
472
$5.67K ﹤0.01%
176
473
$5.66K ﹤0.01%
52
+7
474
$5.64K ﹤0.01%
38
+7
475
$5.62K ﹤0.01%
281
17 18
19
20 21