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
1051
$251 ﹤0.01%
18
1052
$251 ﹤0.01%
3
1053
$249 ﹤0.01%
10
1054
$247 ﹤0.01%
17
1055
$247 ﹤0.01%
1
1056
$247 ﹤0.01%
10
1057
$246 ﹤0.01%
4
1058
$246 ﹤0.01%
4
1059
$245 ﹤0.01%
1
1060
$245 ﹤0.01%
3
1061
$245 ﹤0.01%
6
1062
$244 ﹤0.01%
10
1063
$243 ﹤0.01%
1
1064
$243 ﹤0.01%
2
1065
$240 ﹤0.01%
8
1066
$240 ﹤0.01%
33
1067
$239 ﹤0.01%
9
1068
$238 ﹤0.01%
4
1069
$238 ﹤0.01%
1
1070
$236 ﹤0.01%
6
1071
$234 ﹤0.01%
2
1072
$231 ﹤0.01%
8
1073
$231 ﹤0.01%
6
1074
$230 ﹤0.01%
4
1075
$230 ﹤0.01%
3
41 42
43
44 45