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
576
$6.68K ﹤0.01%
50
577
$6.65K ﹤0.01%
+140
578
$6.61K ﹤0.01%
50
579
$6.6K ﹤0.01%
+71
580
$6.52K ﹤0.01%
47
+1
581
$6.51K ﹤0.01%
680
582
$6.5K ﹤0.01%
53
+1
583
$6.49K ﹤0.01%
246
+14
584
$6.49K ﹤0.01%
13
585
$6.47K ﹤0.01%
141
586
$6.43K ﹤0.01%
23
587
$6.43K ﹤0.01%
28
588
$6.42K ﹤0.01%
45
+2
589
$6.41K ﹤0.01%
126
590
$6.32K ﹤0.01%
39
+12
591
$6.32K ﹤0.01%
29
592
$6.31K ﹤0.01%
24
+7
593
$6.31K ﹤0.01%
70
+1
594
$6.3K ﹤0.01%
10
595
$6.29K ﹤0.01%
+136
596
$6.25K ﹤0.01%
47
597
$6.21K ﹤0.01%
54
-1
598
$6.21K ﹤0.01%
83
-37
599
$6.18K ﹤0.01%
36
+2
600
$6.14K ﹤0.01%
15
+1
22 23
24
25 26