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
1276
$73 ﹤0.01%
+1
1277
$69 ﹤0.01%
+3
1278
$59 ﹤0.01%
22
1279
$57 ﹤0.01%
3
-47
1280
$54 ﹤0.01%
1
1281
$52 ﹤0.01%
2
1282
$50 ﹤0.01%
1
-19
1283
$48 ﹤0.01%
1
1284
$48 ﹤0.01%
1
1285
$44 ﹤0.01%
1
-1
1286
$40 ﹤0.01%
1
1287
$36 ﹤0.01%
1
1288
$34 ﹤0.01%
1
1289
$31 ﹤0.01%
15
1290
$23 ﹤0.01%
1
-89
1291
– –
0
1292
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-12
1293
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-1
1294
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-4
1295
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-25
1296
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1297
– –
-350
1298
– –
-3,241
1299
– –
-37
1300
– –
-32
50 51
52
53 54