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
576
$3.37K ﹤0.01%
81
+16
577
$3.35K ﹤0.01%
+41
578
$3.33K ﹤0.01%
77
579
$3.27K ﹤0.01%
8
-1
580
$3.24K ﹤0.01%
11
581
$3.22K ﹤0.01%
41
582
$3.18K ﹤0.01%
21
+2
583
$3.18K ﹤0.01%
81
+11
584
$3.16K ﹤0.01%
39
585
$3.15K ﹤0.01%
126
586
$3.13K ﹤0.01%
167
-324
587
$3.13K ﹤0.01%
66
588
$3.12K ﹤0.01%
42
589
$3.1K ﹤0.01%
43
-13
590
$3.09K ﹤0.01%
8
-4
591
$3.08K ﹤0.01%
107
+16
592
$3.06K ﹤0.01%
412
+39
593
$3.05K ﹤0.01%
83
-20
594
$3.05K ﹤0.01%
80
595
$2.97K ﹤0.01%
165
596
$2.97K ﹤0.01%
9
-10
597
$2.96K ﹤0.01%
12
598
$2.96K ﹤0.01%
42
-12
599
$2.93K ﹤0.01%
60
-16
600
$2.92K ﹤0.01%
29
-15
22 23
24
25 26