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
1226
$148 ﹤0.01%
4
1227
$148 ﹤0.01%
2
1228
$148 ﹤0.01%
5
1229
$147 ﹤0.01%
10
1230
$147 ﹤0.01%
3
1231
$147 ﹤0.01%
2
1232
$147 ﹤0.01%
9
1233
$147 ﹤0.01%
7
1234
$146 ﹤0.01%
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1235
$145 ﹤0.01%
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1236
$145 ﹤0.01%
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1237
$145 ﹤0.01%
1
1238
$143 ﹤0.01%
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1239
$141 ﹤0.01%
+6
1240
$141 ﹤0.01%
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1241
$141 ﹤0.01%
15
1242
$141 ﹤0.01%
5
1243
$141 ﹤0.01%
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1244
$140 ﹤0.01%
4
1245
$139 ﹤0.01%
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1246
$138 ﹤0.01%
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1247
$137 ﹤0.01%
4
1248
$137 ﹤0.01%
6
1249
$136 ﹤0.01%
5
1250
$135 ﹤0.01%
5
48 49
50
51 52