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
851
$1.27K ﹤0.01%
56
852
$1.24K ﹤0.01%
35
853
$1.22K ﹤0.01%
110
+20
854
$1.22K ﹤0.01%
6
855
$1.22K ﹤0.01%
+24
856
$1.21K ﹤0.01%
160
857
$1.19K ﹤0.01%
62
858
$1.18K ﹤0.01%
+14
859
$1.18K ﹤0.01%
14
860
$1.17K ﹤0.01%
54
861
$1.12K ﹤0.01%
41
862
$1.1K ﹤0.01%
4
863
$1.09K ﹤0.01%
10
864
$1.07K ﹤0.01%
18
865
$1.07K ﹤0.01%
+16
866
$1.07K ﹤0.01%
108
+1
867
$1.05K ﹤0.01%
+45
868
$1.04K ﹤0.01%
17
869
$1.03K ﹤0.01%
215
870
$1.01K ﹤0.01%
+59
871
$1.01K ﹤0.01%
20
872
$995 ﹤0.01%
12
+2
873
$978 ﹤0.01%
+170
874
$963 ﹤0.01%
+300
875
$948 ﹤0.01%
10
33 34
35
36 37