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
1051
$242 ﹤0.01%
56
1052
$241 ﹤0.01%
10
-10
1053
$241 ﹤0.01%
17
1054
$241 ﹤0.01%
4
1055
$240 ﹤0.01%
5
1056
$240 ﹤0.01%
6
1057
$239 ﹤0.01%
9
1058
$238 ﹤0.01%
+20
1059
$237 ﹤0.01%
16
1060
$236 ﹤0.01%
21
1061
$236 ﹤0.01%
20
1062
$236 ﹤0.01%
6
-2
1063
$235 ﹤0.01%
5
1064
$234 ﹤0.01%
18
-1
1065
$234 ﹤0.01%
3
1066
$234 ﹤0.01%
10
1067
$233 ﹤0.01%
2
1068
$233 ﹤0.01%
14
-7
1069
$229 ﹤0.01%
11
1070
$229 ﹤0.01%
+10
1071
$227 ﹤0.01%
5
1072
$227 ﹤0.01%
6
-2
1073
$226 ﹤0.01%
7
-3
1074
$226 ﹤0.01%
9
1075
$224 ﹤0.01%
3
41 42
43
44 45