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
1001
$397 ﹤0.01%
8
1002
$397 ﹤0.01%
15
1003
$395 ﹤0.01%
15
1004
$394 ﹤0.01%
1
1005
$394 ﹤0.01%
9
1006
$394 ﹤0.01%
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1007
$394 ﹤0.01%
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1008
$394 ﹤0.01%
11
1009
$393 ﹤0.01%
6
1010
$390 ﹤0.01%
9
1011
$390 ﹤0.01%
10
1012
$389 ﹤0.01%
+50
1013
$389 ﹤0.01%
10
1014
$388 ﹤0.01%
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1015
$386 ﹤0.01%
7
1016
$384 ﹤0.01%
5
1017
$381 ﹤0.01%
4
1018
$381 ﹤0.01%
+3
1019
$381 ﹤0.01%
15
1020
$379 ﹤0.01%
9
1021
$379 ﹤0.01%
5
1022
$376 ﹤0.01%
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1023
$376 ﹤0.01%
7
-103
1024
$373 ﹤0.01%
6
1025
$372 ﹤0.01%
10
-4
39 40
41
42 43