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
601
$6.12K ﹤0.01%
20
602
$6.11K ﹤0.01%
200
603
$6.06K ﹤0.01%
280
+1
604
$6.05K ﹤0.01%
89
605
$5.99K ﹤0.01%
30
606
$5.98K ﹤0.01%
142
607
$5.93K ﹤0.01%
218
-27
608
$5.91K ﹤0.01%
73
+4
609
$5.9K ﹤0.01%
62
610
$5.88K ﹤0.01%
150
611
$5.81K ﹤0.01%
41
+2
612
$5.75K ﹤0.01%
27
+1
613
$5.66K ﹤0.01%
32
614
$5.65K ﹤0.01%
112
+35
615
$5.64K ﹤0.01%
33
616
$5.63K ﹤0.01%
+300
617
$5.61K ﹤0.01%
115
618
$5.6K ﹤0.01%
+43
619
$5.59K ﹤0.01%
+225
620
$5.58K ﹤0.01%
171
621
$5.55K ﹤0.01%
50
622
$5.5K ﹤0.01%
117
+2
623
$5.49K ﹤0.01%
+40
624
$5.46K ﹤0.01%
121
+1
625
$5.44K ﹤0.01%
23
23 24
25
26 27