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
1151
$290 ﹤0.01%
15
1152
$290 ﹤0.01%
2
1153
$289 ﹤0.01%
4
1154
$287 ﹤0.01%
24
1155
$287 ﹤0.01%
6
-2
1156
$286 ﹤0.01%
16
1157
$286 ﹤0.01%
13
1158
$285 ﹤0.01%
6
1159
$285 ﹤0.01%
10
1160
$284 ﹤0.01%
10
1161
$282 ﹤0.01%
2
1162
$282 ﹤0.01%
15
+1
1163
$280 ﹤0.01%
20
1164
$280 ﹤0.01%
9
1165
$279 ﹤0.01%
15
1166
$277 ﹤0.01%
14
1167
$271 ﹤0.01%
17
1168
$271 ﹤0.01%
5
1169
$269 ﹤0.01%
15
1170
$269 ﹤0.01%
20
1171
$268 ﹤0.01%
17
1172
$268 ﹤0.01%
7
1173
$268 ﹤0.01%
8
1174
$268 ﹤0.01%
4
1175
$267 ﹤0.01%
10
-20
45 46
47
48 49