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
801
$551 ﹤0.01%
24
802
$549 ﹤0.01%
201
803
$548 ﹤0.01%
3
-1
804
$544 ﹤0.01%
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805
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806
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$531 ﹤0.01%
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808
$530 ﹤0.01%
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809
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811
$529 ﹤0.01%
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815
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817
$520 ﹤0.01%
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819
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$516 ﹤0.01%
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822
$512 ﹤0.01%
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823
$511 ﹤0.01%
3
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824
$509 ﹤0.01%
6
825
$507 ﹤0.01%
8
31 32
33
34 35