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
876
$429 ﹤0.01%
6
877
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+9
878
$427 ﹤0.01%
3
879
$426 ﹤0.01%
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4
881
$418 ﹤0.01%
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884
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2
886
$411 ﹤0.01%
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-3
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$409 ﹤0.01%
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$404 ﹤0.01%
10
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895
$399 ﹤0.01%
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$397 ﹤0.01%
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897
$397 ﹤0.01%
+20
898
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899
$392 ﹤0.01%
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900
$392 ﹤0.01%
10
34 35
36
37 38