AWM

Abound Wealth Management Portfolio holdings

AUM $399M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
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
+$2.47M
2
+$2.1M
3
+$1.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$440K
5
JPM icon
JPMorgan Chase
JPM
+$362K

Top Sells

1
+$690K
2
+$502K
3
+$413K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$243K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$217K

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
76
$126K 0.05%
804
-13
77
$125K 0.05%
3,250
-5
78
$124K 0.05%
1,191
+87
79
$124K 0.05%
1,073
+67
80
$120K 0.04%
1,815
-20
81
$120K 0.04%
388
82
$119K 0.04%
2,015
+829
83
$119K 0.04%
843
+1
84
$117K 0.04%
4,278
-122
85
$116K 0.04%
2,811
+354
86
$113K 0.04%
653
-28
87
$109K 0.04%
505
88
$107K 0.04%
900
89
$107K 0.04%
634
-4
90
$101K 0.04%
1,153
+1,149
91
$100K 0.04%
1,684
+7
92
$99.7K 0.04%
738
+705
93
$98.6K 0.04%
1,021
+3
94
$98.6K 0.04%
60
95
$98.1K 0.04%
251
-41
96
$98K 0.04%
504
+361
97
$97.8K 0.04%
593
+170
98
$95.9K 0.04%
1,052
-23
99
$95.7K 0.04%
+2,015
100
$95.5K 0.04%
1,288
-10
2 3
4
5 6