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
726
$3.4K ﹤0.01%
7
+6
727
$3.4K ﹤0.01%
9
-5
728
$3.32K ﹤0.01%
50
729
$3.31K ﹤0.01%
46
+31
730
$3.3K ﹤0.01%
12
-2
731
$3.29K ﹤0.01%
17
732
$3.27K ﹤0.01%
7
733
$3.21K ﹤0.01%
18
-1,422
734
$3.2K ﹤0.01%
+48
735
$3.19K ﹤0.01%
+30
736
$3.17K ﹤0.01%
48
-19
737
$3.13K ﹤0.01%
31
738
$3.13K ﹤0.01%
9
739
$3.12K ﹤0.01%
30
740
$3.09K ﹤0.01%
22
741
$3.05K ﹤0.01%
36
742
$3.04K ﹤0.01%
+47
743
$3.02K ﹤0.01%
38
744
$3.01K ﹤0.01%
22
745
$3K ﹤0.01%
36
746
$3K ﹤0.01%
39
747
$2.99K ﹤0.01%
80
748
$2.99K ﹤0.01%
105
749
$2.97K ﹤0.01%
40
750
$2.93K ﹤0.01%
+25
28 29
30
31 32