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
1251
$159 ﹤0.01%
3
1252
$159 ﹤0.01%
13
1253
$158 ﹤0.01%
+5
1254
$158 ﹤0.01%
65
1255
$157 ﹤0.01%
1
1256
$156 ﹤0.01%
1
1257
$155 ﹤0.01%
1
1258
$149 ﹤0.01%
1
1259
$145 ﹤0.01%
+5
1260
$143 ﹤0.01%
+3
1261
$140 ﹤0.01%
31
1262
$139 ﹤0.01%
2
1263
$130 ﹤0.01%
3
1264
$127 ﹤0.01%
1
1265
$127 ﹤0.01%
1
-3
1266
$125 ﹤0.01%
4
1267
$115 ﹤0.01%
3
1268
$115 ﹤0.01%
10
1269
$107 ﹤0.01%
8
1270
$102 ﹤0.01%
25
1271
$98 ﹤0.01%
2
1272
$94 ﹤0.01%
4
1273
$92 ﹤0.01%
9
1274
$90 ﹤0.01%
3
-1,578
1275
$80 ﹤0.01%
3
49 50
51
52 53