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
651
$1.87K ﹤0.01%
27
652
$1.85K ﹤0.01%
+35
653
$1.85K ﹤0.01%
26
654
$1.79K ﹤0.01%
65
-8
655
$1.73K ﹤0.01%
13
-2
656
$1.73K ﹤0.01%
92
-100
657
$1.71K ﹤0.01%
560
+106
658
$1.7K ﹤0.01%
+27
659
$1.65K ﹤0.01%
4
660
$1.65K ﹤0.01%
188
+2
661
$1.63K ﹤0.01%
25
662
$1.63K ﹤0.01%
9
-5
663
$1.62K ﹤0.01%
26
-7
664
$1.61K ﹤0.01%
8
665
$1.58K ﹤0.01%
118
666
$1.58K ﹤0.01%
6
-2
667
$1.58K ﹤0.01%
16
668
$1.57K ﹤0.01%
16
669
$1.56K ﹤0.01%
12
670
$1.55K ﹤0.01%
3
-1
671
$1.5K ﹤0.01%
53
+9
672
$1.5K ﹤0.01%
43
+2
673
$1.49K ﹤0.01%
57
674
$1.48K ﹤0.01%
46
675
$1.48K ﹤0.01%
7
25 26
27
28 29