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
626
$2.48K ﹤0.01%
205
627
$2.41K ﹤0.01%
31
628
$2.4K ﹤0.01%
8
629
$2.4K ﹤0.01%
42
630
$2.36K ﹤0.01%
88
-13
631
$2.36K ﹤0.01%
12
632
$2.34K ﹤0.01%
176
633
$2.27K ﹤0.01%
34
634
$2.22K ﹤0.01%
22
-4
635
$2.19K ﹤0.01%
39
636
$2.16K ﹤0.01%
23
637
$2.15K ﹤0.01%
87
638
$2.13K ﹤0.01%
161
639
$2.11K ﹤0.01%
5
640
$2.09K ﹤0.01%
21
641
$2.06K ﹤0.01%
26
642
$2.05K ﹤0.01%
26
643
$2.02K ﹤0.01%
19
-24
644
$2K ﹤0.01%
11
645
$1.99K ﹤0.01%
12
646
$1.95K ﹤0.01%
64
647
$1.95K ﹤0.01%
74
-4
648
$1.92K ﹤0.01%
17
649
$1.89K ﹤0.01%
65
650
$1.89K ﹤0.01%
18
24 25
26
27 28