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
1076
$223 ﹤0.01%
+9
1077
$223 ﹤0.01%
8
1078
$223 ﹤0.01%
3
-5
1079
$222 ﹤0.01%
34
1080
$222 ﹤0.01%
2
-2
1081
$221 ﹤0.01%
9
-2
1082
$221 ﹤0.01%
+15
1083
$220 ﹤0.01%
2
-3
1084
$220 ﹤0.01%
12
-6
1085
$220 ﹤0.01%
6
-4
1086
$219 ﹤0.01%
5
-5
1087
$219 ﹤0.01%
29
1088
$219 ﹤0.01%
10
1089
$217 ﹤0.01%
6
-45
1090
$217 ﹤0.01%
2
1091
$217 ﹤0.01%
7
-2
1092
$217 ﹤0.01%
6
-4
1093
$215 ﹤0.01%
19
1094
$215 ﹤0.01%
15
-7
1095
$215 ﹤0.01%
2
-1
1096
$214 ﹤0.01%
28
-14
1097
$213 ﹤0.01%
4
-3
1098
$208 ﹤0.01%
11
-12
1099
$208 ﹤0.01%
15
1100
$208 ﹤0.01%
3
-1
42 43
44
45 46