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
951
$404 ﹤0.01%
7
952
$402 ﹤0.01%
7
953
$399 ﹤0.01%
6
-200
954
$397 ﹤0.01%
24
955
$393 ﹤0.01%
2
956
$387 ﹤0.01%
+18
957
$386 ﹤0.01%
+8
958
$382 ﹤0.01%
11
959
$381 ﹤0.01%
3
960
$379 ﹤0.01%
6
961
$377 ﹤0.01%
8
962
$374 ﹤0.01%
3
963
$374 ﹤0.01%
2
964
$368 ﹤0.01%
3
965
$366 ﹤0.01%
2
966
$365 ﹤0.01%
4
967
$364 ﹤0.01%
+7
968
$362 ﹤0.01%
4
969
$360 ﹤0.01%
+13
970
$358 ﹤0.01%
2
971
$358 ﹤0.01%
2
972
$357 ﹤0.01%
3
973
$356 ﹤0.01%
2
974
$355 ﹤0.01%
10
975
$354 ﹤0.01%
10
-11
37 38
39
40 41