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
501
$4.98K ﹤0.01%
26
502
$4.98K ﹤0.01%
32
503
$4.98K ﹤0.01%
38
504
$4.97K ﹤0.01%
+214
505
$4.89K ﹤0.01%
49
-50
506
$4.87K ﹤0.01%
21
-2
507
$4.86K ﹤0.01%
90
508
$4.86K ﹤0.01%
49
509
$4.86K ﹤0.01%
51
510
$4.85K ﹤0.01%
20
511
$4.8K ﹤0.01%
18
512
$4.74K ﹤0.01%
250
513
$4.73K ﹤0.01%
22
514
$4.73K ﹤0.01%
19
515
$4.72K ﹤0.01%
160
516
$4.71K ﹤0.01%
155
+4
517
$4.7K ﹤0.01%
+134
518
$4.68K ﹤0.01%
53
-7
519
$4.67K ﹤0.01%
35
-27
520
$4.62K ﹤0.01%
12
521
$4.59K ﹤0.01%
26
-4
522
$4.57K ﹤0.01%
62
-6
523
$4.52K ﹤0.01%
75
524
$4.49K ﹤0.01%
42
-12
525
$4.48K ﹤0.01%
33
-34
19 20
21
22 23