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
926
$347 ﹤0.01%
13
927
$347 ﹤0.01%
11
928
$346 ﹤0.01%
2
929
$346 ﹤0.01%
70
930
$345 ﹤0.01%
7
-1
931
$344 ﹤0.01%
4
-1
932
$344 ﹤0.01%
2
933
$344 ﹤0.01%
2
-1
934
$343 ﹤0.01%
5
935
$342 ﹤0.01%
5
936
$341 ﹤0.01%
13
937
$340 ﹤0.01%
3
-3
938
$340 ﹤0.01%
2
939
$340 ﹤0.01%
19
940
$340 ﹤0.01%
13
-62
941
$337 ﹤0.01%
11
942
$336 ﹤0.01%
4
943
$334 ﹤0.01%
52
944
$333 ﹤0.01%
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945
$332 ﹤0.01%
14
946
$332 ﹤0.01%
5
-2
947
$332 ﹤0.01%
8
948
$331 ﹤0.01%
17
949
$330 ﹤0.01%
12
950
$330 ﹤0.01%
2
36 37
38
39 40