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
551
$3.78K ﹤0.01%
30
-2
552
$3.78K ﹤0.01%
133
-110
553
$3.68K ﹤0.01%
20
554
$3.65K ﹤0.01%
75
-15
555
$3.59K ﹤0.01%
179
556
$3.58K ﹤0.01%
50
557
$3.55K ﹤0.01%
+24
558
$3.55K ﹤0.01%
18
-2
559
$3.52K ﹤0.01%
635
560
$3.52K ﹤0.01%
17
561
$3.52K ﹤0.01%
33
562
$3.5K ﹤0.01%
33
563
$3.5K ﹤0.01%
27
564
$3.49K ﹤0.01%
109
565
$3.46K ﹤0.01%
28
566
$3.46K ﹤0.01%
+29
567
$3.44K ﹤0.01%
169
568
$3.44K ﹤0.01%
109
+106
569
$3.43K ﹤0.01%
112
-20
570
$3.42K ﹤0.01%
57
571
$3.41K ﹤0.01%
175
-24
572
$3.39K ﹤0.01%
110
573
$3.39K ﹤0.01%
66
574
$3.38K ﹤0.01%
35
-5
575
$3.38K ﹤0.01%
15
21 22
23
24 25