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
701
$1.23K ﹤0.01%
55
702
$1.22K ﹤0.01%
5
703
$1.22K ﹤0.01%
71
704
$1.19K ﹤0.01%
289
-98
705
$1.18K ﹤0.01%
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706
$1.18K ﹤0.01%
8
707
$1.16K ﹤0.01%
9
-61
708
$1.15K ﹤0.01%
10
709
$1.13K ﹤0.01%
31
710
$1.13K ﹤0.01%
159
+18
711
$1.12K ﹤0.01%
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-3
712
$1.12K ﹤0.01%
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713
$1.12K ﹤0.01%
16
714
$1.1K ﹤0.01%
56
715
$1.1K ﹤0.01%
10
716
$1.08K ﹤0.01%
+38
717
$1.08K ﹤0.01%
10
-3
718
$1.06K ﹤0.01%
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-122
719
$1.05K ﹤0.01%
9
720
$1.04K ﹤0.01%
275
-31
721
$1.03K ﹤0.01%
42
-7
722
$1.03K ﹤0.01%
50
-4
723
$1.03K ﹤0.01%
18
-24
724
$1.03K ﹤0.01%
75
-12
725
$1.01K ﹤0.01%
31
-9
27 28
29
30 31