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
476
$5.59K ﹤0.01%
4
477
$5.59K ﹤0.01%
35
478
$5.51K ﹤0.01%
55
-9
479
$5.51K ﹤0.01%
87
480
$5.47K ﹤0.01%
42
-10
481
$5.47K ﹤0.01%
25
482
$5.46K ﹤0.01%
82
483
$5.45K ﹤0.01%
60
-2
484
$5.42K ﹤0.01%
10
485
$5.39K ﹤0.01%
39
+2
486
$5.34K ﹤0.01%
46
+6
487
$5.26K ﹤0.01%
163
488
$5.19K ﹤0.01%
59
489
$5.16K ﹤0.01%
29
+3
490
$5.15K ﹤0.01%
96
491
$5.15K ﹤0.01%
85
+8
492
$5.11K ﹤0.01%
145
-31
493
$5.1K ﹤0.01%
106
+2
494
$5.09K ﹤0.01%
173
495
$5.08K ﹤0.01%
52
496
$5.08K ﹤0.01%
27
+7
497
$5.06K ﹤0.01%
45
498
$5.04K ﹤0.01%
40
-8
499
$5.02K ﹤0.01%
16
500
$4.99K ﹤0.01%
35
18 19
20
21 22