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
1251
$135 ﹤0.01%
16
1252
$135 ﹤0.01%
7
1253
$134 ﹤0.01%
16
1254
$134 ﹤0.01%
15
1255
$134 ﹤0.01%
4
1256
$133 ﹤0.01%
13
1257
$133 ﹤0.01%
4
1258
$132 ﹤0.01%
2
1259
$132 ﹤0.01%
10
1260
$130 ﹤0.01%
6
1261
$129 ﹤0.01%
2
1262
$129 ﹤0.01%
2
1263
$129 ﹤0.01%
4
1264
$129 ﹤0.01%
3
1265
$128 ﹤0.01%
33
1266
$127 ﹤0.01%
2
1267
$127 ﹤0.01%
1
-37
1268
$127 ﹤0.01%
14
1269
$126 ﹤0.01%
2
1270
$125 ﹤0.01%
2
1271
$125 ﹤0.01%
5
1272
$125 ﹤0.01%
5
1273
$125 ﹤0.01%
13
1274
$125 ﹤0.01%
4
1275
$124 ﹤0.01%
2
49 50
51
52 53