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
1101
$212 ﹤0.01%
1
1102
$211 ﹤0.01%
2
1103
$210 ﹤0.01%
3
1104
$209 ﹤0.01%
6
1105
$209 ﹤0.01%
1
1106
$209 ﹤0.01%
2
1107
$208 ﹤0.01%
3
1108
$208 ﹤0.01%
12
-6
1109
$207 ﹤0.01%
10
1110
$207 ﹤0.01%
2
1111
$207 ﹤0.01%
8
1112
$207 ﹤0.01%
2
1113
$205 ﹤0.01%
11
1114
$204 ﹤0.01%
12
1115
$203 ﹤0.01%
7
1116
$202 ﹤0.01%
6
1117
$201 ﹤0.01%
6
1118
$199 ﹤0.01%
3
1119
$198 ﹤0.01%
4
1120
$198 ﹤0.01%
2
1121
$198 ﹤0.01%
1
1122
$197 ﹤0.01%
3
1123
$197 ﹤0.01%
3
1124
$197 ﹤0.01%
5
1125
$196 ﹤0.01%
2
43 44
45
46 47