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
1326
$77 ﹤0.01%
3
1327
$76 ﹤0.01%
+5
1328
$73 ﹤0.01%
3
1329
$73 ﹤0.01%
6
1330
$71 ﹤0.01%
6
1331
$70 ﹤0.01%
9
1332
$70 ﹤0.01%
38
1333
$68 ﹤0.01%
8
1334
$59 ﹤0.01%
1
1335
$52 ﹤0.01%
+1
1336
$51 ﹤0.01%
2
1337
$51 ﹤0.01%
7
1338
$51 ﹤0.01%
1
1339
$46 ﹤0.01%
10
1340
$45 ﹤0.01%
1
1341
$44 ﹤0.01%
+1
1342
$41 ﹤0.01%
15
1343
– –
0
1344
$38 ﹤0.01%
1
1345
– –
0
1346
$29 ﹤0.01%
1
1347
$27 ﹤0.01%
+1
1348
– –
0
1349
– –
0
1350
$17 ﹤0.01%
1
52 53
54
55 56