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
1051
$242 ﹤0.01%
56
1052
$241 ﹤0.01%
4
1053
$241 ﹤0.01%
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-10
1054
$241 ﹤0.01%
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1055
$240 ﹤0.01%
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1056
$240 ﹤0.01%
5
1057
$239 ﹤0.01%
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1058
$238 ﹤0.01%
+20
1059
$237 ﹤0.01%
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1060
$236 ﹤0.01%
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-2
1061
$236 ﹤0.01%
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$236 ﹤0.01%
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$235 ﹤0.01%
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$234 ﹤0.01%
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-1
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$234 ﹤0.01%
3
1066
$234 ﹤0.01%
10
1067
$233 ﹤0.01%
2
1068
$233 ﹤0.01%
14
-7
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$229 ﹤0.01%
+10
1070
$229 ﹤0.01%
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$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