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
676
$4.37K ﹤0.01%
45
677
$4.32K ﹤0.01%
49
678
$4.29K ﹤0.01%
18
679
$4.28K ﹤0.01%
20
680
$4.25K ﹤0.01%
5
681
$4.24K ﹤0.01%
+81
682
$4.21K ﹤0.01%
33
683
$4.2K ﹤0.01%
218
684
$4.18K ﹤0.01%
57
+10
685
$4.18K ﹤0.01%
40
686
$4.18K ﹤0.01%
51
+1
687
$4.17K ﹤0.01%
153
688
$4.14K ﹤0.01%
49
-1,902
689
$4.08K ﹤0.01%
25
690
$4.07K ﹤0.01%
30
+5
691
$4.01K ﹤0.01%
20
-5
692
$4K ﹤0.01%
109
693
$3.97K ﹤0.01%
23
694
$3.96K ﹤0.01%
16
695
$3.96K ﹤0.01%
25
696
$3.92K ﹤0.01%
55
697
$3.91K ﹤0.01%
259
+38
698
$3.9K ﹤0.01%
+27
699
$3.88K ﹤0.01%
95
700
$3.87K ﹤0.01%
68
26 27
28
29 30