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
476
$10.6K ﹤0.01%
76
+14
477
$10.6K ﹤0.01%
373
+95
478
$10.5K ﹤0.01%
40
+14
479
$10.5K ﹤0.01%
39
+1
480
$10.5K ﹤0.01%
31
-72
481
$10.4K ﹤0.01%
+192
482
$10.4K ﹤0.01%
73
-14
483
$10.3K ﹤0.01%
92
+33
484
$10.3K ﹤0.01%
38
+2
485
$10.3K ﹤0.01%
154
+35
486
$10.2K ﹤0.01%
218
487
$10.2K ﹤0.01%
43
-78
488
$10.1K ﹤0.01%
298
+293
489
$10.1K ﹤0.01%
200
490
$10.1K ﹤0.01%
22
-2
491
$10K ﹤0.01%
+192
492
$10K ﹤0.01%
+185
493
$10K ﹤0.01%
269
494
$9.95K ﹤0.01%
+124
495
$9.93K ﹤0.01%
106
+104
496
$9.89K ﹤0.01%
+172
497
$9.87K ﹤0.01%
147
+1
498
$9.77K ﹤0.01%
110
499
$9.76K ﹤0.01%
47
500
$9.71K ﹤0.01%
107
+1
18 19
20
21 22