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
526
$4.47K ﹤0.01%
63
-8
527
$4.45K ﹤0.01%
60
528
$4.41K ﹤0.01%
16
-4
529
$4.4K ﹤0.01%
49
530
$4.38K ﹤0.01%
41
531
$4.34K ﹤0.01%
9
-9
532
$4.33K ﹤0.01%
81
533
$4.22K ﹤0.01%
36
534
$4.17K ﹤0.01%
19
-18
535
$4.13K ﹤0.01%
7
-1
536
$4.09K ﹤0.01%
4
-2
537
$4.09K ﹤0.01%
15
538
$4.08K ﹤0.01%
105
539
$4.03K ﹤0.01%
208
540
$4.01K ﹤0.01%
29
541
$3.96K ﹤0.01%
29
-9
542
$3.96K ﹤0.01%
117
-21
543
$3.94K ﹤0.01%
40
-4
544
$3.93K ﹤0.01%
142
545
$3.91K ﹤0.01%
57
-13
546
$3.88K ﹤0.01%
28
-7
547
$3.85K ﹤0.01%
49
548
$3.85K ﹤0.01%
65
-1
549
$3.83K ﹤0.01%
226
550
$3.78K ﹤0.01%
32
-2
20 21
22
23 24