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
$271M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.1M
3
+$1.37M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$423K
5
JPM icon
JPMorgan Chase
JPM
+$350K

Top Sells

1
+$664K
2
+$506K
3
+$416K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$239K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$207K

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
776
$616 ﹤0.01%
4
777
$613 ﹤0.01%
18
778
$597 ﹤0.01%
5
779
$596 ﹤0.01%
56
780
$595 ﹤0.01%
2
781
$594 ﹤0.01%
6
782
$593 ﹤0.01%
53
-16
783
$592 ﹤0.01%
+10
784
$592 ﹤0.01%
18
785
$591 ﹤0.01%
20
-51
786
$586 ﹤0.01%
7
-43
787
$582 ﹤0.01%
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788
$580 ﹤0.01%
2
789
$570 ﹤0.01%
10
790
$570 ﹤0.01%
4
791
$570 ﹤0.01%
44
792
$569 ﹤0.01%
7
793
$568 ﹤0.01%
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794
$565 ﹤0.01%
3
795
$562 ﹤0.01%
2
796
$561 ﹤0.01%
9
-12
797
$561 ﹤0.01%
12
798
$557 ﹤0.01%
+28
799
$555 ﹤0.01%
18
800
$555 ﹤0.01%
16
-10
30 31
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33 34