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
26
$2.68M 0.67%
12,216
+1,454
27
$2.43M 0.61%
33,310
28
$1.6M 0.4%
6,594
+1,354
29
$1.56M 0.39%
2,128
+76
30
$1.39M 0.35%
59,755
-1,297
31
$1.39M 0.35%
5,692
-735
32
$1.12M 0.28%
3,564
+98
33
$1.01M 0.25%
13,618
+6,547
34
$897K 0.22%
6,490
+6,445
35
$859K 0.22%
3,475
+584
36
$763K 0.19%
4,025
+17
37
$754K 0.19%
1
38
$714K 0.18%
27,784
+1,066
39
$708K 0.18%
765
-12
40
$675K 0.17%
7,118
+33
41
$647K 0.16%
4,212
+130
42
$638K 0.16%
5,708
-601
43
$627K 0.16%
1,307
+391
44
$622K 0.16%
5,190
+150
45
$530K 0.13%
2,840
+13
46
$494K 0.12%
18,775
-4,038
47
$480K 0.12%
14,379
-2,302
48
$458K 0.11%
613
+297
49
$425K 0.11%
6,508
+182
50
$393K 0.1%
2,931
+4
1
2
3 4 5