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
851
$459 ﹤0.01%
34
+5
852
$458 ﹤0.01%
5
853
$455 ﹤0.01%
5
854
$455 ﹤0.01%
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855
$454 ﹤0.01%
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856
$453 ﹤0.01%
4
857
$452 ﹤0.01%
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$450 ﹤0.01%
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859
$448 ﹤0.01%
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+1
860
$446 ﹤0.01%
5
-52
861
$445 ﹤0.01%
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862
$443 ﹤0.01%
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863
$440 ﹤0.01%
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$440 ﹤0.01%
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865
$437 ﹤0.01%
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$437 ﹤0.01%
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867
$437 ﹤0.01%
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868
$437 ﹤0.01%
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869
$436 ﹤0.01%
4
870
$435 ﹤0.01%
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$435 ﹤0.01%
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872
$433 ﹤0.01%
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$432 ﹤0.01%
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$431 ﹤0.01%
1
875
$430 ﹤0.01%
5
33 34
35
36 37