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
751
$820 ﹤0.01%
17
-67
752
$816 ﹤0.01%
72
-6
753
$806 ﹤0.01%
18
754
$803 ﹤0.01%
6
755
$802 ﹤0.01%
11
756
$794 ﹤0.01%
4
-2
757
$776 ﹤0.01%
8
758
$770 ﹤0.01%
34
759
$752 ﹤0.01%
91
-295
760
$740 ﹤0.01%
128
761
$735 ﹤0.01%
17
+3
762
$725 ﹤0.01%
50
763
$714 ﹤0.01%
21
764
$711 ﹤0.01%
6
765
$711 ﹤0.01%
5
766
$699 ﹤0.01%
9
-10
767
$696 ﹤0.01%
16
768
$695 ﹤0.01%
35
769
$661 ﹤0.01%
6
-12
770
$646 ﹤0.01%
25
771
$626 ﹤0.01%
7
772
$622 ﹤0.01%
49
-4
773
$618 ﹤0.01%
5
774
$617 ﹤0.01%
100
775
$616 ﹤0.01%
18
29 30
31
32 33