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
76
$220K 0.06%
+3,911
77
$216K 0.05%
1,185
+374
78
$215K 0.05%
493
+383
79
$212K 0.05%
445
+45
80
$212K 0.05%
432
+4
81
$208K 0.05%
863
-148
82
$207K 0.05%
6,639
-1,804
83
$206K 0.05%
870
+120
84
$203K 0.05%
719
+25
85
$202K 0.05%
968
+102
86
$195K 0.05%
2,322
+128
87
$193K 0.05%
252
+56
88
$181K 0.05%
2,312
+1,211
89
$175K 0.04%
941
+41
90
$171K 0.04%
487
+1
91
$170K 0.04%
6,773
+107
92
$168K 0.04%
1,156
+5
93
$167K 0.04%
1,768
+15
94
$167K 0.04%
1,786
-2,329
95
$163K 0.04%
1,348
-132
96
$160K 0.04%
526
+22
97
$148K 0.04%
1,375
+121
98
$145K 0.04%
3,443
+29
99
$145K 0.04%
481
+3
100
$141K 0.04%
2,031
+5
2 3
4
5 6