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
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%
74
843
$474 ﹤0.01%
12
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844
$474 ﹤0.01%
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845
$467 ﹤0.01%
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-1
846
$464 ﹤0.01%
4
847
$464 ﹤0.01%
2
848
$462 ﹤0.01%
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849
$461 ﹤0.01%
2
850
$459 ﹤0.01%
4
32 33
34
35 36