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
551
$7.63K ﹤0.01%
70
+5
552
$7.62K ﹤0.01%
176
553
$7.58K ﹤0.01%
77
+1
554
$7.57K ﹤0.01%
33
+2
555
$7.53K ﹤0.01%
90
-7
556
$7.48K ﹤0.01%
+113
557
$7.48K ﹤0.01%
5
558
$7.42K ﹤0.01%
+147
559
$7.32K ﹤0.01%
47
+1
560
$7.31K ﹤0.01%
+51
561
$7.25K ﹤0.01%
68
562
$7.17K ﹤0.01%
37
-8
563
$7.17K ﹤0.01%
103
+1
564
$7.15K ﹤0.01%
97
565
$7.14K ﹤0.01%
7
566
$7.14K ﹤0.01%
17
+1
567
$7.13K ﹤0.01%
90
568
$7.1K ﹤0.01%
87
-4
569
$7.08K ﹤0.01%
37
+13
570
$7.01K ﹤0.01%
+78
571
$6.95K ﹤0.01%
272
-14
572
$6.94K ﹤0.01%
166
+116
573
$6.76K ﹤0.01%
+179
574
$6.72K ﹤0.01%
344
+13
575
$6.68K ﹤0.01%
+136
21 22
23
24 25