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
901
$680 ﹤0.01%
2
902
$677 ﹤0.01%
9
903
$674 ﹤0.01%
6
904
$673 ﹤0.01%
22
905
$669 ﹤0.01%
6
906
$661 ﹤0.01%
1
907
$654 ﹤0.01%
+54
908
$654 ﹤0.01%
3
909
$636 ﹤0.01%
140
910
$616 ﹤0.01%
14
911
$613 ﹤0.01%
+5
912
$608 ﹤0.01%
4
913
$599 ﹤0.01%
32
914
$594 ﹤0.01%
8
915
$584 ﹤0.01%
2
-8
916
$582 ﹤0.01%
8
917
$581 ﹤0.01%
10
918
$579 ﹤0.01%
28
919
$579 ﹤0.01%
93
+48
920
$578 ﹤0.01%
+12
921
$576 ﹤0.01%
+16
922
$573 ﹤0.01%
6
923
$553 ﹤0.01%
16
924
$553 ﹤0.01%
18
925
$533 ﹤0.01%
2
35 36
37
38 39