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
$271M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.1M
3
+$1.37M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$423K
5
JPM icon
JPMorgan Chase
JPM
+$350K

Top Sells

1
+$664K
2
+$506K
3
+$416K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$239K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$207K

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
951
$330 ﹤0.01%
18
952
$329 ﹤0.01%
54
-24
953
$329 ﹤0.01%
32
954
$329 ﹤0.01%
8
955
$328 ﹤0.01%
3
956
$326 ﹤0.01%
9
957
$326 ﹤0.01%
6
958
$325 ﹤0.01%
2
959
$323 ﹤0.01%
2
960
$322 ﹤0.01%
8
961
$322 ﹤0.01%
14
962
$322 ﹤0.01%
7
963
$321 ﹤0.01%
8
964
$321 ﹤0.01%
2
-3
965
$321 ﹤0.01%
12
966
$320 ﹤0.01%
6
-3
967
$320 ﹤0.01%
5
968
$318 ﹤0.01%
5
969
$317 ﹤0.01%
8
970
$315 ﹤0.01%
45
971
$313 ﹤0.01%
8
972
$313 ﹤0.01%
44
973
$312 ﹤0.01%
7
974
$310 ﹤0.01%
3
-2
975
$310 ﹤0.01%
24
37 38
39
40 41