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
1151
$181 ﹤0.01%
1
1152
$180 ﹤0.01%
2
1153
$180 ﹤0.01%
3
1154
$179 ﹤0.01%
7
1155
$179 ﹤0.01%
8
1156
$178 ﹤0.01%
1
1157
$178 ﹤0.01%
1
1158
$177 ﹤0.01%
3
1159
$177 ﹤0.01%
1
1160
$177 ﹤0.01%
9
1161
$176 ﹤0.01%
4
1162
$174 ﹤0.01%
78
1163
$174 ﹤0.01%
+1
1164
$174 ﹤0.01%
7
1165
$173 ﹤0.01%
2
1166
$172 ﹤0.01%
10
1167
$172 ﹤0.01%
11
1168
$172 ﹤0.01%
6
1169
$171 ﹤0.01%
5
1170
$170 ﹤0.01%
6
1171
$170 ﹤0.01%
2
1172
$170 ﹤0.01%
5
1173
$169 ﹤0.01%
5
1174
$169 ﹤0.01%
28
1175
$169 ﹤0.01%
2
45 46
47
48 49