AWM

Abound Wealth Management Portfolio holdings

AUM $399M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
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
+$2.47M
2
+$2.1M
3
+$1.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$440K
5
JPM icon
JPMorgan Chase
JPM
+$362K

Top Sells

1
+$690K
2
+$502K
3
+$413K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$243K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$217K

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
1026
$263 ﹤0.01%
12
1027
$262 ﹤0.01%
5
1028
$261 ﹤0.01%
20
-6
1029
$260 ﹤0.01%
12
-2
1030
$257 ﹤0.01%
13
1031
$255 ﹤0.01%
1
1032
$255 ﹤0.01%
15
-95
1033
$254 ﹤0.01%
5
-6
1034
$254 ﹤0.01%
7
1035
$253 ﹤0.01%
11
1036
$253 ﹤0.01%
13
-10
1037
$252 ﹤0.01%
6
1038
$251 ﹤0.01%
64
-18
1039
$249 ﹤0.01%
2
1040
$247 ﹤0.01%
4
-2
1041
$246 ﹤0.01%
2
1042
$246 ﹤0.01%
13
-6
1043
$245 ﹤0.01%
4
-2
1044
$245 ﹤0.01%
6
1045
$244 ﹤0.01%
13
1046
$244 ﹤0.01%
44
1047
$243 ﹤0.01%
7
1048
$243 ﹤0.01%
38
-10
1049
$243 ﹤0.01%
18
1050
$243 ﹤0.01%
9
40 41
42
43 44