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
1276
$123 ﹤0.01%
10
1277
$123 ﹤0.01%
6
1278
$122 ﹤0.01%
6
1279
$122 ﹤0.01%
5
1280
$122 ﹤0.01%
3
1281
$120 ﹤0.01%
1
1282
$119 ﹤0.01%
4
1283
$119 ﹤0.01%
6
1284
$118 ﹤0.01%
1
1285
$118 ﹤0.01%
4
1286
$117 ﹤0.01%
6
1287
$117 ﹤0.01%
2
1288
$115 ﹤0.01%
4
1289
$113 ﹤0.01%
1
1290
$112 ﹤0.01%
9
1291
$112 ﹤0.01%
10
1292
$110 ﹤0.01%
11
1293
$110 ﹤0.01%
4
1294
$109 ﹤0.01%
22
1295
$109 ﹤0.01%
2
1296
$109 ﹤0.01%
7
1297
$108 ﹤0.01%
2
1298
$108 ﹤0.01%
7
1299
$107 ﹤0.01%
7
1300
$107 ﹤0.01%
4
50 51
52
53 54