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
776
$2.48K ﹤0.01%
24
777
$2.48K ﹤0.01%
8
778
$2.48K ﹤0.01%
17
779
$2.46K ﹤0.01%
26
780
$2.42K ﹤0.01%
30
781
$2.42K ﹤0.01%
27
782
$2.41K ﹤0.01%
12
783
$2.4K ﹤0.01%
268
+242
784
$2.4K ﹤0.01%
78
+72
785
$2.38K ﹤0.01%
100
786
$2.36K ﹤0.01%
28
787
$2.36K ﹤0.01%
22
788
$2.36K ﹤0.01%
29
789
$2.33K ﹤0.01%
73
790
$2.33K ﹤0.01%
50
791
$2.29K ﹤0.01%
34
792
$2.29K ﹤0.01%
+100
793
$2.29K ﹤0.01%
11
794
$2.26K ﹤0.01%
100
795
$2.26K ﹤0.01%
32
796
$2.25K ﹤0.01%
70
-495
797
$2.24K ﹤0.01%
16
798
$2.23K ﹤0.01%
51
+1
799
$2.22K ﹤0.01%
16
800
$2.2K ﹤0.01%
89
+25
30 31
32
33 34