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
1301
$105 ﹤0.01%
20
1302
$104 ﹤0.01%
2
1303
$104 ﹤0.01%
20
1304
$103 ﹤0.01%
3
1305
$102 ﹤0.01%
5
1306
$101 ﹤0.01%
+33
1307
$99 ﹤0.01%
8
1308
$99 ﹤0.01%
5
1309
$99 ﹤0.01%
1
1310
$97 ﹤0.01%
1
1311
$97 ﹤0.01%
16
1312
$96 ﹤0.01%
8
1313
$96 ﹤0.01%
22
1314
$95 ﹤0.01%
2
1315
$95 ﹤0.01%
3
1316
$92 ﹤0.01%
3
1317
$92 ﹤0.01%
15
-10
1318
$89 ﹤0.01%
2
1319
$89 ﹤0.01%
25
1320
$87 ﹤0.01%
3
1321
$87 ﹤0.01%
3
1322
$85 ﹤0.01%
+27
1323
$78 ﹤0.01%
4
1324
$78 ﹤0.01%
6
1325
$77 ﹤0.01%
2
51 52
53
54 55