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
101
$85.3K 0.03%
169
+9
102
$84.2K 0.03%
2,350
-153
103
$83.2K 0.03%
333
+65
104
$83K 0.03%
652
+5
105
$79.2K 0.03%
1,050
+7
106
$77K 0.03%
819
-55
107
$75.3K 0.03%
445
-8
108
$74.3K 0.03%
880
109
$74K 0.03%
423
-194
110
$73.1K 0.03%
809
-6
111
$73.1K 0.03%
750
112
$71.1K 0.03%
394
-213
113
$70.8K 0.03%
1,614
-3
114
$69.4K 0.03%
1,135
-181
115
$69.3K 0.03%
282
-54
116
$68.9K 0.03%
1,590
+206
117
$68.3K 0.03%
1,186
118
$68.3K 0.03%
130
119
$68.2K 0.03%
197
+18
120
$66.8K 0.03%
270
121
$66.8K 0.03%
1,512
-21
122
$66.5K 0.03%
344
+100
123
$63.4K 0.02%
1,788
124
$62.8K 0.02%
975
+156
125
$62.6K 0.02%
197
+35
3 4
5
6 7