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
676
$1.46K ﹤0.01%
13
677
$1.45K ﹤0.01%
7
-2
678
$1.45K ﹤0.01%
6
679
$1.43K ﹤0.01%
37
-1
680
$1.42K ﹤0.01%
48
-88
681
$1.42K ﹤0.01%
141
-37
682
$1.41K ﹤0.01%
7
-9
683
$1.41K ﹤0.01%
230
+30
684
$1.41K ﹤0.01%
135
-3
685
$1.4K ﹤0.01%
40
686
$1.39K ﹤0.01%
11
687
$1.37K ﹤0.01%
90
688
$1.33K ﹤0.01%
22
689
$1.33K ﹤0.01%
12
690
$1.33K ﹤0.01%
23
691
$1.29K ﹤0.01%
90
-7
692
$1.29K ﹤0.01%
304
693
$1.27K ﹤0.01%
6
694
$1.27K ﹤0.01%
19
-21
695
$1.26K ﹤0.01%
110
-22
696
$1.25K ﹤0.01%
7
697
$1.25K ﹤0.01%
22
-5
698
$1.24K ﹤0.01%
43
699
$1.24K ﹤0.01%
33
+1
700
$1.23K ﹤0.01%
+6
26 27
28
29 30