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
1201
$160 ﹤0.01%
3
1202
$158 ﹤0.01%
6
1203
$158 ﹤0.01%
10
1204
$158 ﹤0.01%
4
1205
$157 ﹤0.01%
4
1206
$156 ﹤0.01%
6
1207
$155 ﹤0.01%
2
1208
$155 ﹤0.01%
4
1209
$155 ﹤0.01%
2
1210
$155 ﹤0.01%
3
1211
$155 ﹤0.01%
+4
1212
$155 ﹤0.01%
2
1213
$154 ﹤0.01%
8
1214
$154 ﹤0.01%
10
1215
$153 ﹤0.01%
2
1216
$152 ﹤0.01%
10
1217
$152 ﹤0.01%
16
1218
$151 ﹤0.01%
3
1219
$151 ﹤0.01%
+8
1220
$151 ﹤0.01%
1
1221
$150 ﹤0.01%
7
1222
$149 ﹤0.01%
2
1223
$149 ﹤0.01%
5
1224
$149 ﹤0.01%
6
1225
$149 ﹤0.01%
6
47 48
49
50 51