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
926
$529 ﹤0.01%
8
927
$528 ﹤0.01%
4
928
$524 ﹤0.01%
17
929
$523 ﹤0.01%
20
930
$512 ﹤0.01%
+22
931
$510 ﹤0.01%
1
932
$504 ﹤0.01%
12
933
$486 ﹤0.01%
4
934
$484 ﹤0.01%
1
935
$480 ﹤0.01%
13
936
$470 ﹤0.01%
36
-27
937
$470 ﹤0.01%
78
938
$467 ﹤0.01%
+20
939
$456 ﹤0.01%
+12
940
$448 ﹤0.01%
6
941
$439 ﹤0.01%
18
942
$437 ﹤0.01%
280
943
$435 ﹤0.01%
12
944
$425 ﹤0.01%
30
945
$423 ﹤0.01%
2
946
$422 ﹤0.01%
6
+2
947
$417 ﹤0.01%
26
948
$416 ﹤0.01%
5
949
$414 ﹤0.01%
2
950
$405 ﹤0.01%
4
36 37
38
39 40