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
951
$428 ﹤0.01%
3
952
$428 ﹤0.01%
+1
953
$426 ﹤0.01%
1
-2
954
$425 ﹤0.01%
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955
$425 ﹤0.01%
8
956
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6
957
$423 ﹤0.01%
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958
$423 ﹤0.01%
6
959
$423 ﹤0.01%
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960
$423 ﹤0.01%
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961
$422 ﹤0.01%
+351
962
$422 ﹤0.01%
32
963
$422 ﹤0.01%
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964
$420 ﹤0.01%
4
965
$419 ﹤0.01%
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5
967
$419 ﹤0.01%
4
968
$418 ﹤0.01%
52
+18
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$417 ﹤0.01%
4
970
$417 ﹤0.01%
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971
$415 ﹤0.01%
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972
$415 ﹤0.01%
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973
$413 ﹤0.01%
3
974
$411 ﹤0.01%
2
975
$411 ﹤0.01%
9
37 38
39
40 41