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
51
$251K 0.09%
498
-21
52
$244K 0.09%
819
53
$237K 0.09%
5,949
-15
54
$234K 0.09%
3,460
-340
55
$227K 0.08%
510
-2
56
$225K 0.08%
1,230
-142
57
$221K 0.08%
843
+65
58
$215K 0.08%
372
+11
59
$205K 0.08%
1,737
+8
60
$192K 0.07%
557
-22
61
$184K 0.07%
1,261
-17
62
$183K 0.07%
1,874
-5
63
$177K 0.07%
6,846
-357
64
$176K 0.06%
5,026
65
$161K 0.06%
3,381
-2,606
66
$157K 0.06%
509
+453
67
$150K 0.06%
585
-2
68
$146K 0.05%
2,162
+49
69
$138K 0.05%
2,200
+50
70
$137K 0.05%
311
-9
71
$136K 0.05%
+6,415
72
$135K 0.05%
149
-23
73
$135K 0.05%
265
-38
74
$128K 0.05%
1,036
-69
75
$127K 0.05%
800
-372
1 2
3
4 5