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
$263M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,429
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.71M
3
+$1.38M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.16M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$608K

Top Sells

1
+$866K
2
+$594K
3
+$533K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$512K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$470K

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 2.48%
3 Financials 1.52%
4 Energy 1.2%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$650 ﹤0.01%
18
827
$645 ﹤0.01%
5
828
$640 ﹤0.01%
25
829
$639 ﹤0.01%
9
+3
830
$638 ﹤0.01%
2
831
$632 ﹤0.01%
6
832
$631 ﹤0.01%
3
+1
833
$620 ﹤0.01%
18
834
$620 ﹤0.01%
4
835
$619 ﹤0.01%
+24
836
$618 ﹤0.01%
93
837
$616 ﹤0.01%
5
838
$613 ﹤0.01%
7
839
$612 ﹤0.01%
44
840
$608 ﹤0.01%
9
841
$605 ﹤0.01%
8
842
$598 ﹤0.01%
17
-30
843
$596 ﹤0.01%
+11
844
$585 ﹤0.01%
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845
$585 ﹤0.01%
2
846
$583 ﹤0.01%
18
847
$580 ﹤0.01%
+8
848
$579 ﹤0.01%
78
849
$577 ﹤0.01%
6
-62
850
$576 ﹤0.01%
19
32 33
34
35 36