AWM
Abound Wealth Management Portfolio holdings
AUM $300M
AUM
$300M
AUM Growth
-$12.1M (-4%)
Cap. Flow
-$1.71M
Cap. Flow % of AUM
-0.57%
Top 10 Holdings %Top 10 Hldgs %
70.09%
Holding
1,344
New
117
Increased
158
Reduced
603
Closed
74
Top Buys
| 1 | $3.07M | |
| 2 | $2.44M | |
| 3 | $2.3M | |
| 4 | $1.85M | |
| 5 | $1.74M |
Top Sells
| 1 | $17.1M | |
| 2 | $1.72M | |
| 3 | $1.09M | |
| 4 | $822K | |
| 5 | $798K |
Sector Composition
| 1 | Technology | 6.25% |
| 2 | Consumer Discretionary | 2.93% |
| 3 | Financials | 1.47% |
| 4 | Energy | 1.33% |
| 5 | Communication Services | 1.07% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -25 | Closed | – | |||
| $0 | 0% | 0 -60 | Closed | – | |||
| $0 | 0% | 0 -27 | Closed | – | |||
| $0 | 0% | 0 -11 | Closed | – | |||
| $0 | 0% | 0 -178 | Closed | – | |||
| $0 | 0% | 0 -1 | Closed | – | |||
| $0 | 0% | 0 -15 | Closed | – | |||
| $0 | 0% | 0 -4 | Closed | – | |||
| $0 | 0% | 0 -20 | Closed | – | |||
| $0 | 0% | 0 | – | – | |||
| $0 | 0% | 0 -27 | Closed | – | |||
| $0 | 0% | 0 -28 | Closed | – | |||
| $0 | 0% | 0 -30 | Closed | – | |||
| $0 | 0% | 0 -284 | Closed | – | |||
| $0 | 0% | 0 -28 | Closed | – | |||
| $0 | 0% | 0 -8 | Closed | – | |||
| $0 | 0% | 0 -15 | Closed | – | |||
| $0 | 0% | 0 -2 | Closed | – | |||
| $0 | 0% | 0 -67 | Closed | – | |||
| $0 | 0% | 0 -10 | Closed | – | |||
| $0 | 0% | 0 -13 | Closed | – | |||
| $0 | 0% | 0 -22 | Closed | – | |||
| $0 | 0% | 0 -5 | Closed | – | |||
| $0 | 0% | 0 -12 | Closed | – | |||
| $0 | 0% | 0 -1 | Closed | – |
