AWM

Abound Wealth Management Portfolio holdings

AUM $399M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
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
+$2.47M
2
+$2.1M
3
+$1.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$440K
5
JPM icon
JPMorgan Chase
JPM
+$362K

Top Sells

1
+$690K
2
+$502K
3
+$413K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$243K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$217K

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
1101
$208 ﹤0.01%
20
-12
1102
$205 ﹤0.01%
4
1103
$204 ﹤0.01%
49
+18
1104
$202 ﹤0.01%
8
1105
$200 ﹤0.01%
8
-2
1106
$198 ﹤0.01%
13
1107
$197 ﹤0.01%
10
-3
1108
$195 ﹤0.01%
14
-3
1109
$194 ﹤0.01%
4
1110
$193 ﹤0.01%
+4
1111
$193 ﹤0.01%
+4
1112
$193 ﹤0.01%
9
-10
1113
$192 ﹤0.01%
11
1114
$191 ﹤0.01%
26
1115
$190 ﹤0.01%
7
1116
$190 ﹤0.01%
10
1117
$186 ﹤0.01%
12
-5
1118
$185 ﹤0.01%
5
-4
1119
$184 ﹤0.01%
14
1120
$184 ﹤0.01%
+1
1121
$184 ﹤0.01%
4
-40
1122
$183 ﹤0.01%
14
-5
1123
$182 ﹤0.01%
9
1124
$179 ﹤0.01%
2
1125
$178 ﹤0.01%
1
43 44
45
46 47