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
1001
$284 ﹤0.01%
19
1002
$283 ﹤0.01%
23
1003
$283 ﹤0.01%
7
-3
1004
$280 ﹤0.01%
3
-9
1005
$279 ﹤0.01%
12
1006
$279 ﹤0.01%
26
1007
$277 ﹤0.01%
78
1008
$276 ﹤0.01%
+18
1009
$276 ﹤0.01%
2
-1
1010
$276 ﹤0.01%
+7
1011
$275 ﹤0.01%
20
1012
$275 ﹤0.01%
28
1013
$274 ﹤0.01%
1
1014
$273 ﹤0.01%
28
1015
$272 ﹤0.01%
12
1016
$272 ﹤0.01%
2
1017
$272 ﹤0.01%
6
1018
$270 ﹤0.01%
3
-2
1019
$269 ﹤0.01%
96
+11
1020
$269 ﹤0.01%
9
-4
1021
$268 ﹤0.01%
15
1022
$267 ﹤0.01%
20
1023
$266 ﹤0.01%
12
1024
$264 ﹤0.01%
1
-1
1025
$263 ﹤0.01%
128
39 40
41
42 43