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
701
$3.85K ﹤0.01%
11
702
$3.83K ﹤0.01%
176
703
$3.82K ﹤0.01%
117
704
$3.82K ﹤0.01%
175
705
$3.81K ﹤0.01%
20
706
$3.77K ﹤0.01%
39
-10
707
$3.75K ﹤0.01%
41
708
$3.75K ﹤0.01%
109
709
$3.75K ﹤0.01%
13
710
$3.74K ﹤0.01%
13
711
$3.73K ﹤0.01%
21
712
$3.72K ﹤0.01%
27
713
$3.71K ﹤0.01%
86
+68
714
$3.66K ﹤0.01%
7
715
$3.66K ﹤0.01%
39
716
$3.63K ﹤0.01%
85
717
$3.59K ﹤0.01%
14
718
$3.57K ﹤0.01%
53
719
$3.54K ﹤0.01%
64
+10
720
$3.52K ﹤0.01%
60
721
$3.51K ﹤0.01%
31
-7
722
$3.43K ﹤0.01%
18
723
$3.42K ﹤0.01%
18
724
$3.41K ﹤0.01%
13
725
$3.4K ﹤0.01%
41
27 28
29
30 31