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
26
$1.35M 0.5%
25,721
+1,559
27
$1.35M 0.5%
2,808
-453
28
$1.22M 0.45%
2
29
$1.06M 0.39%
55,292
-190
30
$897K 0.33%
4,890
+1,943
31
$816K 0.3%
32,380
+552
32
$678K 0.25%
7,592
-8
33
$654K 0.24%
3,236
+1,788
34
$651K 0.24%
3,960
+8
35
$631K 0.23%
743
+25
36
$557K 0.21%
3,675
-321
37
$519K 0.19%
19,545
-336
38
$499K 0.18%
2,739
+127
39
$471K 0.17%
6,075
+21
40
$455K 0.17%
6,314
+17
41
$353K 0.13%
1,581
-150
42
$332K 0.12%
15,834
-213
43
$322K 0.12%
1,950
+139
44
$310K 0.11%
991
-7
45
$308K 0.11%
13,812
-264
46
$280K 0.1%
3,568
-80
47
$276K 0.1%
4,718
+98
48
$257K 0.09%
1,496
+179
49
$255K 0.09%
681
-12
50
$252K 0.09%
1,572
-229
1
2
3 4 5