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
1026
$283 ﹤0.01%
7
1027
$282 ﹤0.01%
3
1028
$281 ﹤0.01%
12
1029
$281 ﹤0.01%
2
1030
$280 ﹤0.01%
8
1031
$276 ﹤0.01%
8
1032
$274 ﹤0.01%
15
1033
$274 ﹤0.01%
11
1034
$273 ﹤0.01%
15
1035
$271 ﹤0.01%
8
1036
$270 ﹤0.01%
2
1037
$270 ﹤0.01%
4
1038
$269 ﹤0.01%
3
1039
$266 ﹤0.01%
4
1040
$265 ﹤0.01%
11
1041
$265 ﹤0.01%
7
1042
$263 ﹤0.01%
64
1043
$260 ﹤0.01%
6
-5
1044
$257 ﹤0.01%
11
1045
$255 ﹤0.01%
4
1046
$255 ﹤0.01%
4
1047
$254 ﹤0.01%
3
1048
$254 ﹤0.01%
3
1049
$253 ﹤0.01%
6
1050
$253 ﹤0.01%
65
40 41
42
43 44