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
1076
$229 ﹤0.01%
9
1077
$229 ﹤0.01%
18
1078
$227 ﹤0.01%
2
1079
$226 ﹤0.01%
1
1080
$226 ﹤0.01%
6
1081
$225 ﹤0.01%
8
1082
$225 ﹤0.01%
25
1083
$225 ﹤0.01%
2
1084
$224 ﹤0.01%
4
1085
$223 ﹤0.01%
14
1086
$223 ﹤0.01%
7
1087
$222 ﹤0.01%
11
1088
$222 ﹤0.01%
6
1089
$222 ﹤0.01%
6
1090
$221 ﹤0.01%
5
1091
$220 ﹤0.01%
3
1092
$216 ﹤0.01%
13
1093
$216 ﹤0.01%
4
1094
$215 ﹤0.01%
7
1095
$215 ﹤0.01%
3
-3
1096
$214 ﹤0.01%
3
1097
$214 ﹤0.01%
12
1098
$213 ﹤0.01%
4
1099
$213 ﹤0.01%
6
1100
$213 ﹤0.01%
6
42 43
44
45 46