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
1026
$371 ﹤0.01%
21
1027
$370 ﹤0.01%
2
1028
$370 ﹤0.01%
22
1029
$369 ﹤0.01%
3
1030
$368 ﹤0.01%
10
1031
$367 ﹤0.01%
+5
1032
$366 ﹤0.01%
8
1033
$365 ﹤0.01%
7
1034
$365 ﹤0.01%
2
1035
$365 ﹤0.01%
7
1036
$363 ﹤0.01%
+5
1037
$363 ﹤0.01%
9
1038
$363 ﹤0.01%
28
1039
$363 ﹤0.01%
2
1040
$363 ﹤0.01%
12
1041
$362 ﹤0.01%
10
1042
$362 ﹤0.01%
7
1043
$361 ﹤0.01%
4
1044
$360 ﹤0.01%
+6
1045
$360 ﹤0.01%
19
1046
$360 ﹤0.01%
23
1047
$359 ﹤0.01%
11
1048
$359 ﹤0.01%
12
1049
$359 ﹤0.01%
39
-27
1050
$358 ﹤0.01%
5
40 41
42
43 44