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
626
$5.43K ﹤0.01%
110
627
$5.43K ﹤0.01%
9
-12
628
$5.36K ﹤0.01%
65
629
$5.35K ﹤0.01%
119
630
$5.31K ﹤0.01%
70
-8
631
$5.3K ﹤0.01%
41
632
$5.28K ﹤0.01%
33
+6
633
$5.22K ﹤0.01%
229
634
$5.2K ﹤0.01%
+150
635
$5.19K ﹤0.01%
73
636
$5.19K ﹤0.01%
199
-1,239
637
$5.14K ﹤0.01%
92
638
$5.11K ﹤0.01%
9
639
$5K ﹤0.01%
+42
640
$4.97K ﹤0.01%
71
641
$4.94K ﹤0.01%
29
642
$4.93K ﹤0.01%
16
643
$4.92K ﹤0.01%
138
+20
644
$4.92K ﹤0.01%
51
+1
645
$4.92K ﹤0.01%
9
646
$4.91K ﹤0.01%
4
647
$4.9K ﹤0.01%
+90
648
$4.89K ﹤0.01%
26
-3
649
$4.88K ﹤0.01%
14
+1
650
$4.84K ﹤0.01%
338
24 25
26
27 28