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
451
$12.2K ﹤0.01%
129
452
$12.1K ﹤0.01%
154
+34
453
$12.1K ﹤0.01%
+100
454
$12K ﹤0.01%
740
455
$12K ﹤0.01%
80
456
$11.9K ﹤0.01%
91
457
$11.9K ﹤0.01%
995
+477
458
$11.9K ﹤0.01%
148
+3
459
$11.8K ﹤0.01%
370
-91
460
$11.7K ﹤0.01%
19
461
$11.5K ﹤0.01%
160
462
$11.5K ﹤0.01%
47
+21
463
$11.5K ﹤0.01%
+80
464
$11.5K ﹤0.01%
37
+1
465
$11.4K ﹤0.01%
+248
466
$11.4K ﹤0.01%
9
467
$11.4K ﹤0.01%
36
+1
468
$11.3K ﹤0.01%
2,289
+9
469
$11.3K ﹤0.01%
77
-37
470
$11.2K ﹤0.01%
93
471
$11K ﹤0.01%
126
472
$11K ﹤0.01%
+122
473
$10.9K ﹤0.01%
42
+6
474
$10.9K ﹤0.01%
324
475
$10.6K ﹤0.01%
54
-12
17 18
19
20 21