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
76
$129K 0.05%
3,255
+693
77
$129K 0.05%
3,920
-16,406
78
$127K 0.05%
2,113
+25
79
$126K 0.05%
1,104
-61
80
$125K 0.05%
4,400
81
$125K 0.05%
1,298
+1,200
82
$125K 0.05%
2,150
+100
83
$117K 0.04%
1,006
-1,144
84
$116K 0.04%
388
85
$116K 0.04%
292
-19
86
$112K 0.04%
638
87
$107K 0.04%
1,322
-185
88
$106K 0.04%
842
+14
89
$104K 0.04%
505
90
$103K 0.04%
900
91
$103K 0.04%
2,457
-499
92
$102K 0.04%
2,150
+46
93
$97.2K 0.04%
1,677
+33
94
$94.8K 0.04%
1,018
+97
95
$90.9K 0.03%
2,443
96
$90.7K 0.03%
60
97
$88.4K 0.03%
314
-113
98
$88K 0.03%
719
+57
99
$87.9K 0.03%
867
+649
100
$86.9K 0.03%
413
+174
2 3
4
5 6