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
826
$507 ﹤0.01%
3
827
$503 ﹤0.01%
1
828
$497 ﹤0.01%
13
829
$496 ﹤0.01%
8
830
$495 ﹤0.01%
4
831
$493 ﹤0.01%
6
832
$491 ﹤0.01%
3
833
$489 ﹤0.01%
4
834
$486 ﹤0.01%
6
835
$485 ﹤0.01%
8
836
$485 ﹤0.01%
13
837
$484 ﹤0.01%
6
838
$482 ﹤0.01%
5
839
$482 ﹤0.01%
60
840
$480 ﹤0.01%
24
841
$478 ﹤0.01%
3
842
$476 ﹤0.01%
93
843
$474 ﹤0.01%
12
-7
844
$474 ﹤0.01%
7
845
$467 ﹤0.01%
13
-1
846
$464 ﹤0.01%
4
847
$464 ﹤0.01%
2
848
$462 ﹤0.01%
6
849
$461 ﹤0.01%
8
850
$459 ﹤0.01%
4
32 33
34
35 36