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
$263M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,429
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.71M
3
+$1.38M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.16M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$608K

Top Sells

1
+$866K
2
+$594K
3
+$533K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$512K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$470K

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 2.48%
3 Financials 1.52%
4 Energy 1.2%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$339 ﹤0.01%
21
1077
$336 ﹤0.01%
4
-1
1078
$336 ﹤0.01%
4
1079
$335 ﹤0.01%
3
-2
1080
$335 ﹤0.01%
32
1081
$335 ﹤0.01%
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1082
$335 ﹤0.01%
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1083
$334 ﹤0.01%
+1
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$334 ﹤0.01%
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1085
$333 ﹤0.01%
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1086
$333 ﹤0.01%
5
1087
$332 ﹤0.01%
45
1088
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1089
$329 ﹤0.01%
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1090
$329 ﹤0.01%
2
1091
$329 ﹤0.01%
42
+14
1092
$328 ﹤0.01%
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1093
$327 ﹤0.01%
2
1094
$326 ﹤0.01%
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1095
$326 ﹤0.01%
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1096
$325 ﹤0.01%
29
1097
$324 ﹤0.01%
11
1098
$323 ﹤0.01%
26
1099
$323 ﹤0.01%
6
1100
$322 ﹤0.01%
+2
42 43
44
45 46