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
$271M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.1M
3
+$1.37M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$423K
5
JPM icon
JPMorgan Chase
JPM
+$350K

Top Sells

1
+$664K
2
+$506K
3
+$416K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$239K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$207K

Sector Composition

1 Technology 5.89%
2 Consumer Discretionary 2.5%
3 Financials 1.56%
4 Energy 1.16%
5 Communication Services 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$95.4K 0.04%
1,336
+14
102
$89.2K 0.03%
2,443
103
$86.1K 0.03%
155
-14
104
$82.9K 0.03%
2,363
+13
105
$82.2K 0.03%
405
-8
106
$81.5K 0.03%
881
+1
107
$80.1K 0.03%
750
108
$79.3K 0.03%
1,059
+9
109
$77.3K 0.03%
1,010
-918
110
$77K 0.03%
302
-12
111
$75.9K 0.03%
1,614
112
$73K 0.03%
638
-14
113
$72.7K 0.03%
1,142
+7
114
$71.4K 0.03%
270
115
$70.6K 0.03%
801
-8
116
$69K 0.03%
343
-1
117
$68.8K 0.03%
693
-26
118
$68.2K 0.03%
975
119
$67.9K 0.03%
1,994
-1,926
120
$67K 0.02%
747
-12
121
$63.4K 0.02%
400
122
$62.4K 0.02%
+935
123
$62.2K 0.02%
1,788
124
$61.6K 0.02%
2,751
125
$61.4K 0.02%
961
3 4
5
6 7