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
751
$2.87K ﹤0.01%
32
752
$2.87K ﹤0.01%
+50
753
$2.84K ﹤0.01%
93
+73
754
$2.82K ﹤0.01%
20
755
$2.81K ﹤0.01%
41
756
$2.8K ﹤0.01%
57
757
$2.8K ﹤0.01%
162
+1
758
$2.78K ﹤0.01%
42
-2
759
$2.78K ﹤0.01%
9
760
$2.77K ﹤0.01%
33
761
$2.76K ﹤0.01%
97
762
$2.75K ﹤0.01%
57
763
$2.75K ﹤0.01%
51
764
$2.73K ﹤0.01%
113
765
$2.71K ﹤0.01%
26
766
$2.7K ﹤0.01%
+45
767
$2.67K ﹤0.01%
76
-1
768
$2.65K ﹤0.01%
12
769
$2.65K ﹤0.01%
22
770
$2.63K ﹤0.01%
39
+8
771
$2.59K ﹤0.01%
40
772
$2.56K ﹤0.01%
35
773
$2.52K ﹤0.01%
8
-2
774
$2.5K ﹤0.01%
33
-12
775
$2.48K ﹤0.01%
13
+7
29 30
31
32 33