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
801
$2.18K ﹤0.01%
38
802
$2.14K ﹤0.01%
20
803
$2.14K ﹤0.01%
8
804
$2.13K ﹤0.01%
16
805
$2.12K ﹤0.01%
43
-16
806
$2.09K ﹤0.01%
33
+1
807
$2.09K ﹤0.01%
88
808
$2.08K ﹤0.01%
45
809
$2.07K ﹤0.01%
226
810
$2.06K ﹤0.01%
17
811
$2.06K ﹤0.01%
+61
812
$2.03K ﹤0.01%
20
-6
813
$2.02K ﹤0.01%
36
+4
814
$1.94K ﹤0.01%
64
+5
815
$1.92K ﹤0.01%
15
816
$1.91K ﹤0.01%
54
+4
817
$1.9K ﹤0.01%
26
818
$1.87K ﹤0.01%
6
819
$1.85K ﹤0.01%
26
820
$1.81K ﹤0.01%
12
821
$1.8K ﹤0.01%
+85
822
$1.79K ﹤0.01%
1
823
$1.79K ﹤0.01%
10
824
$1.79K ﹤0.01%
29
825
$1.76K ﹤0.01%
36
31 32
33
34 35