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
1126
$305 ﹤0.01%
20
1127
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+20
1128
$303 ﹤0.01%
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1129
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6
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$298 ﹤0.01%
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$297 ﹤0.01%
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1140
$297 ﹤0.01%
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1141
$296 ﹤0.01%
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1142
$295 ﹤0.01%
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$295 ﹤0.01%
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1144
$293 ﹤0.01%
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$292 ﹤0.01%
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1146
$292 ﹤0.01%
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1147
$292 ﹤0.01%
+12
1148
$291 ﹤0.01%
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1149
$291 ﹤0.01%
3
1150
$291 ﹤0.01%
6
44 45
46
47 48