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
976
$350 ﹤0.01%
33
977
$347 ﹤0.01%
4
978
$347 ﹤0.01%
23
979
$346 ﹤0.01%
8
980
$346 ﹤0.01%
1
981
$346 ﹤0.01%
3
982
$344 ﹤0.01%
1
983
$343 ﹤0.01%
4
984
$341 ﹤0.01%
2
985
$341 ﹤0.01%
1
986
$333 ﹤0.01%
4
987
$332 ﹤0.01%
2
988
$331 ﹤0.01%
28
989
$330 ﹤0.01%
3
990
$329 ﹤0.01%
3
991
$326 ﹤0.01%
30
992
$324 ﹤0.01%
1
993
$323 ﹤0.01%
4
994
$319 ﹤0.01%
9
995
$317 ﹤0.01%
6
996
$312 ﹤0.01%
2
997
$310 ﹤0.01%
20
998
$310 ﹤0.01%
4
999
$309 ﹤0.01%
2
1000
$309 ﹤0.01%
9
-201
38 39
40
41 42