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
1176
$169 ﹤0.01%
8
1177
$168 ﹤0.01%
7
1178
$168 ﹤0.01%
5
1179
$168 ﹤0.01%
1
1180
$167 ﹤0.01%
4
1181
$167 ﹤0.01%
2
1182
$167 ﹤0.01%
11
1183
$166 ﹤0.01%
9
1184
$166 ﹤0.01%
3
1185
$165 ﹤0.01%
1
1186
$165 ﹤0.01%
9
1187
$164 ﹤0.01%
4
1188
$163 ﹤0.01%
3
1189
$163 ﹤0.01%
32
1190
$163 ﹤0.01%
1
1191
$163 ﹤0.01%
6
1192
$162 ﹤0.01%
26
1193
$162 ﹤0.01%
6
1194
$161 ﹤0.01%
7
1195
$161 ﹤0.01%
2
1196
$161 ﹤0.01%
3
1197
$160 ﹤0.01%
3
1198
$160 ﹤0.01%
3
1199
$160 ﹤0.01%
4
1200
$160 ﹤0.01%
3
46 47
48
49 50