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
851
$574 ﹤0.01%
6
-2
852
$573 ﹤0.01%
13
853
$571 ﹤0.01%
19
854
$571 ﹤0.01%
18
855
$569 ﹤0.01%
17
-1
856
$566 ﹤0.01%
6
857
$563 ﹤0.01%
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858
$560 ﹤0.01%
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859
$559 ﹤0.01%
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860
$556 ﹤0.01%
6
861
$556 ﹤0.01%
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$555 ﹤0.01%
3
863
$554 ﹤0.01%
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$550 ﹤0.01%
2
865
$546 ﹤0.01%
7
866
$546 ﹤0.01%
4
867
$545 ﹤0.01%
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868
$544 ﹤0.01%
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869
$543 ﹤0.01%
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870
$542 ﹤0.01%
+20
871
$541 ﹤0.01%
+3
872
$540 ﹤0.01%
10
873
$536 ﹤0.01%
30
874
$536 ﹤0.01%
5
875
$535 ﹤0.01%
5
33 34
35
36 37