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
976
$309 ﹤0.01%
10
977
$309 ﹤0.01%
21
978
$308 ﹤0.01%
6
979
$303 ﹤0.01%
22
-4
980
$303 ﹤0.01%
44
981
$302 ﹤0.01%
12
982
$300 ﹤0.01%
1
-1
983
$300 ﹤0.01%
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984
$300 ﹤0.01%
15
985
$300 ﹤0.01%
4
986
$296 ﹤0.01%
10
987
$296 ﹤0.01%
24
988
$296 ﹤0.01%
6
989
$293 ﹤0.01%
7
990
$292 ﹤0.01%
3
991
$292 ﹤0.01%
24
992
$291 ﹤0.01%
4
993
$291 ﹤0.01%
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994
$291 ﹤0.01%
28
995
$287 ﹤0.01%
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996
$287 ﹤0.01%
10
997
$286 ﹤0.01%
+3
998
$286 ﹤0.01%
6
-1
999
$285 ﹤0.01%
16
1000
$284 ﹤0.01%
8
38 39
40
41 42