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
876
$947 ﹤0.01%
39
877
$947 ﹤0.01%
13
-835
878
$929 ﹤0.01%
71
879
$905 ﹤0.01%
+140
880
$902 ﹤0.01%
+23
881
$871 ﹤0.01%
51
+50
882
$864 ﹤0.01%
23
883
$844 ﹤0.01%
4
884
$831 ﹤0.01%
19
+7
885
$828 ﹤0.01%
24
886
$817 ﹤0.01%
16
887
$794 ﹤0.01%
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888
$783 ﹤0.01%
5
889
$782 ﹤0.01%
+18
890
$776 ﹤0.01%
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891
$754 ﹤0.01%
45
892
$739 ﹤0.01%
15
893
$738 ﹤0.01%
1
894
$736 ﹤0.01%
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895
$724 ﹤0.01%
108
896
$717 ﹤0.01%
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897
$717 ﹤0.01%
15
898
$698 ﹤0.01%
54
899
$695 ﹤0.01%
18
900
$683 ﹤0.01%
9
34 35
36
37 38