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
1101
$321 ﹤0.01%
4
1102
$320 ﹤0.01%
7
1103
$319 ﹤0.01%
10
-25
1104
$319 ﹤0.01%
15
1105
$318 ﹤0.01%
+128
1106
$318 ﹤0.01%
3
1107
$316 ﹤0.01%
11
1108
$316 ﹤0.01%
5
1109
$316 ﹤0.01%
28
1110
$316 ﹤0.01%
6
1111
$315 ﹤0.01%
12
1112
$315 ﹤0.01%
19
1113
$312 ﹤0.01%
+11
1114
$312 ﹤0.01%
5
1115
$312 ﹤0.01%
18
1116
$311 ﹤0.01%
14
1117
$311 ﹤0.01%
12
1118
$311 ﹤0.01%
3
1119
$311 ﹤0.01%
9
1120
$310 ﹤0.01%
8
1121
$309 ﹤0.01%
5
1122
$308 ﹤0.01%
11
1123
$308 ﹤0.01%
4
1124
$305 ﹤0.01%
+7
1125
$305 ﹤0.01%
16
43 44
45
46 47