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
901
$498 ﹤0.01%
4
902
$497 ﹤0.01%
+4
903
$494 ﹤0.01%
6
904
$490 ﹤0.01%
91
905
$486 ﹤0.01%
5
906
$482 ﹤0.01%
5
907
$478 ﹤0.01%
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908
$477 ﹤0.01%
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909
$475 ﹤0.01%
5
910
$472 ﹤0.01%
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911
$471 ﹤0.01%
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912
$470 ﹤0.01%
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913
$468 ﹤0.01%
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914
$467 ﹤0.01%
4
915
$466 ﹤0.01%
41
+1
916
$465 ﹤0.01%
9
-11
917
$464 ﹤0.01%
49
-7
918
$464 ﹤0.01%
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919
$464 ﹤0.01%
2
-5
920
$463 ﹤0.01%
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921
$462 ﹤0.01%
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922
$462 ﹤0.01%
10
923
$458 ﹤0.01%
8
924
$457 ﹤0.01%
23
925
$455 ﹤0.01%
8
35 36
37
38 39