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
651
$4.84K ﹤0.01%
250
652
$4.83K ﹤0.01%
42
+4
653
$4.81K ﹤0.01%
119
654
$4.81K ﹤0.01%
37
655
$4.77K ﹤0.01%
79
656
$4.72K ﹤0.01%
32
657
$4.69K ﹤0.01%
12
658
$4.68K ﹤0.01%
16
659
$4.68K ﹤0.01%
+79
660
$4.67K ﹤0.01%
33
661
$4.67K ﹤0.01%
78
+10
662
$4.66K ﹤0.01%
189
663
$4.64K ﹤0.01%
23
664
$4.6K ﹤0.01%
635
665
$4.58K ﹤0.01%
34
666
$4.57K ﹤0.01%
102
667
$4.55K ﹤0.01%
106
668
$4.55K ﹤0.01%
84
+1
669
$4.47K ﹤0.01%
95
+1
670
$4.46K ﹤0.01%
23
+1
671
$4.42K ﹤0.01%
42
+2
672
$4.42K ﹤0.01%
400
673
$4.38K ﹤0.01%
16
674
$4.38K ﹤0.01%
52
675
$4.38K ﹤0.01%
10
25 26
27
28 29