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
901
$391 ﹤0.01%
+44
902
$390 ﹤0.01%
12
903
$390 ﹤0.01%
91
904
$387 ﹤0.01%
15
905
$387 ﹤0.01%
39
906
$384 ﹤0.01%
12
907
$383 ﹤0.01%
7
908
$380 ﹤0.01%
6
909
$380 ﹤0.01%
4
910
$379 ﹤0.01%
14
911
$377 ﹤0.01%
33
-14
912
$376 ﹤0.01%
5
913
$367 ﹤0.01%
3
914
$366 ﹤0.01%
1
915
$362 ﹤0.01%
3
916
$361 ﹤0.01%
7
917
$359 ﹤0.01%
4
918
$358 ﹤0.01%
6
919
$354 ﹤0.01%
9
920
$353 ﹤0.01%
5
921
$351 ﹤0.01%
15
922
$351 ﹤0.01%
4
-1
923
$350 ﹤0.01%
36
-4
924
$347 ﹤0.01%
1
925
$347 ﹤0.01%
9
-29
35 36
37
38 39