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
101
$137K 0.03%
881
+177
102
$136K 0.03%
3,516
+2,381
103
$136K 0.03%
58
+1
104
$136K 0.03%
220
-5
105
$135K 0.03%
3,146
-2,256
106
$133K 0.03%
2,344
+25
107
$133K 0.03%
2,716
+15
108
$131K 0.03%
900
109
$130K 0.03%
164
+19
110
$130K 0.03%
343
111
$130K 0.03%
1,462
+2
112
$127K 0.03%
3,985
+2,023
113
$127K 0.03%
3,506
114
$125K 0.03%
+1,730
115
$124K 0.03%
266
+23
116
$123K 0.03%
917
-215
117
$122K 0.03%
1,034
+2
118
$122K 0.03%
1,455
-1,465
119
$121K 0.03%
1,606
120
$119K 0.03%
813
121
$117K 0.03%
871
122
$116K 0.03%
+3,139
123
$114K 0.03%
2,282
-1,915
124
$114K 0.03%
2,610
+16
125
$111K 0.03%
539
+426
3 4
5
6 7