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
1126
$196 ﹤0.01%
3
1127
$196 ﹤0.01%
5
1128
$195 ﹤0.01%
4
1129
$193 ﹤0.01%
3
1130
$192 ﹤0.01%
1
1131
$192 ﹤0.01%
2
1132
$192 ﹤0.01%
4
1133
$192 ﹤0.01%
8
1134
$191 ﹤0.01%
5
1135
$191 ﹤0.01%
2
1136
$191 ﹤0.01%
25
1137
$190 ﹤0.01%
10
1138
$189 ﹤0.01%
5
1139
$188 ﹤0.01%
4
1140
$188 ﹤0.01%
2
1141
$188 ﹤0.01%
5
1142
$187 ﹤0.01%
5
1143
$186 ﹤0.01%
11
1144
$185 ﹤0.01%
4
1145
$185 ﹤0.01%
7
1146
$185 ﹤0.01%
4
1147
$184 ﹤0.01%
4
1148
$183 ﹤0.01%
5
1149
$183 ﹤0.01%
9
1150
$181 ﹤0.01%
9
44 45
46
47 48