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
601
$2.9K ﹤0.01%
+33
602
$2.89K ﹤0.01%
49
+1
603
$2.86K ﹤0.01%
34
604
$2.85K ﹤0.01%
153
+33
605
$2.84K ﹤0.01%
112
-95
606
$2.82K ﹤0.01%
58
+57
607
$2.79K ﹤0.01%
151
-16
608
$2.78K ﹤0.01%
40
-3
609
$2.72K ﹤0.01%
108
610
$2.71K ﹤0.01%
26
-5
611
$2.7K ﹤0.01%
53
612
$2.69K ﹤0.01%
84
+5
613
$2.69K ﹤0.01%
94
-75
614
$2.69K ﹤0.01%
103
615
$2.67K ﹤0.01%
127
616
$2.67K ﹤0.01%
48
-12
617
$2.66K ﹤0.01%
58
-141
618
$2.61K ﹤0.01%
68
619
$2.57K ﹤0.01%
+28
620
$2.56K ﹤0.01%
32
-8
621
$2.53K ﹤0.01%
19
622
$2.52K ﹤0.01%
34
623
$2.52K ﹤0.01%
22
624
$2.49K ﹤0.01%
56
-4
625
$2.48K ﹤0.01%
26
23 24
25
26 27