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
826
$1.76K ﹤0.01%
13
827
$1.76K ﹤0.01%
8
828
$1.73K ﹤0.01%
106
+8
829
$1.7K ﹤0.01%
12
830
$1.66K ﹤0.01%
136
+125
831
$1.65K ﹤0.01%
4
+1
832
$1.63K ﹤0.01%
63
+8
833
$1.61K ﹤0.01%
10
+1
834
$1.58K ﹤0.01%
18
835
$1.57K ﹤0.01%
5
-1
836
$1.54K ﹤0.01%
38
837
$1.48K ﹤0.01%
+60
838
$1.46K ﹤0.01%
26
-4
839
$1.43K ﹤0.01%
102
+7
840
$1.41K ﹤0.01%
49
841
$1.41K ﹤0.01%
40
842
$1.4K ﹤0.01%
32
843
$1.39K ﹤0.01%
25
844
$1.38K ﹤0.01%
526
+43
845
$1.38K ﹤0.01%
10
846
$1.38K ﹤0.01%
264
847
$1.33K ﹤0.01%
169
+126
848
$1.31K ﹤0.01%
+35
849
$1.3K ﹤0.01%
24
850
$1.3K ﹤0.01%
3
32 33
34
35 36