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
726
$1K ﹤0.01%
8
+5
727
$1K ﹤0.01%
48
-8
728
$1K ﹤0.01%
23
-39
729
$979 ﹤0.01%
4
730
$960 ﹤0.01%
80
731
$956 ﹤0.01%
71
732
$956 ﹤0.01%
10
733
$955 ﹤0.01%
23
734
$954 ﹤0.01%
13
735
$932 ﹤0.01%
5
-1
736
$926 ﹤0.01%
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737
$902 ﹤0.01%
100
738
$892 ﹤0.01%
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739
$864 ﹤0.01%
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-25
740
$862 ﹤0.01%
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741
$862 ﹤0.01%
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742
$857 ﹤0.01%
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743
$846 ﹤0.01%
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744
$843 ﹤0.01%
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745
$843 ﹤0.01%
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746
$837 ﹤0.01%
5
747
$832 ﹤0.01%
15
-2
748
$830 ﹤0.01%
3
-4
749
$829 ﹤0.01%
6
750
$828 ﹤0.01%
44
28 29
30
31 32