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
1126
$178 ﹤0.01%
4
1127
$178 ﹤0.01%
5
1128
$175 ﹤0.01%
11
1129
$175 ﹤0.01%
2
-2
1130
$174 ﹤0.01%
65
1131
$172 ﹤0.01%
3
-2
1132
$171 ﹤0.01%
16
1133
$168 ﹤0.01%
7
1134
$165 ﹤0.01%
10
+7
1135
$164 ﹤0.01%
26
1136
$162 ﹤0.01%
1
-2
1137
$160 ﹤0.01%
9
-2
1138
$159 ﹤0.01%
13
-7
1139
$158 ﹤0.01%
15
1140
$155 ﹤0.01%
8
1141
$153 ﹤0.01%
11
1142
$153 ﹤0.01%
3
1143
$152 ﹤0.01%
6
-3
1144
$145 ﹤0.01%
3
1145
$144 ﹤0.01%
1
1146
$143 ﹤0.01%
16
+7
1147
$143 ﹤0.01%
1
1148
$135 ﹤0.01%
2
1149
$129 ﹤0.01%
44
1150
$124 ﹤0.01%
3
44 45
46
47 48