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
526
$8.46K ﹤0.01%
29
+26
527
$8.45K ﹤0.01%
+13
528
$8.38K ﹤0.01%
34
529
$8.33K ﹤0.01%
+243
530
$8.32K ﹤0.01%
28
-1
531
$8.29K ﹤0.01%
109
532
$8.26K ﹤0.01%
+74
533
$8.12K ﹤0.01%
104
+17
534
$8.12K ﹤0.01%
131
535
$8.04K ﹤0.01%
196
+168
536
$8K ﹤0.01%
204
-7
537
$7.98K ﹤0.01%
47
+2
538
$7.94K ﹤0.01%
59
539
$7.92K ﹤0.01%
+166
540
$7.9K ﹤0.01%
70
-2
541
$7.89K ﹤0.01%
99
-928
542
$7.87K ﹤0.01%
52
543
$7.83K ﹤0.01%
84
+1
544
$7.78K ﹤0.01%
+181
545
$7.77K ﹤0.01%
106
546
$7.76K ﹤0.01%
946
547
$7.74K ﹤0.01%
+500
548
$7.73K ﹤0.01%
61
+3
549
$7.65K ﹤0.01%
54
+45
550
$7.64K ﹤0.01%
61
-3
20 21
22
23 24