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
51
$383K 0.1%
1,189
+30
52
$378K 0.09%
1,288
+978
53
$360K 0.09%
1,668
+442
54
$356K 0.09%
1,538
+7
55
$334K 0.08%
2,965
-2
56
$332K 0.08%
2,235
+46
57
$312K 0.08%
5,523
-1,788
58
$308K 0.08%
1,365
+2
59
$300K 0.08%
879
+122
60
$298K 0.07%
817
-3
61
$289K 0.07%
5,609
+174
62
$287K 0.07%
2,782
+696
63
$285K 0.07%
1,012
+51
64
$277K 0.07%
848
+34
65
$275K 0.07%
2,264
-317
66
$274K 0.07%
677
+40
67
$268K 0.07%
1,604
+67
68
$251K 0.06%
441
+91
69
$249K 0.06%
556
+48
70
$245K 0.06%
8,981
+6,002
71
$244K 0.06%
867
+22
72
$243K 0.06%
1,096
+82
73
$233K 0.06%
3,645
74
$223K 0.06%
3,263
+88
75
$221K 0.06%
4,728
+4
1 2
3
4 5