AWM

Abound Wealth Management Portfolio holdings

AUM $399M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.1M
3
+$1.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$440K
5
JPM icon
JPMorgan Chase
JPM
+$362K

Top Sells

1
+$690K
2
+$502K
3
+$413K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$243K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$217K

Sector Composition

1 Technology 5.89%
2 Consumer Discretionary 2.5%
3 Financials 1.56%
4 Energy 1.16%
5 Communication Services 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$61K 0.02%
306
-139
127
$60.8K 0.02%
375
-19
128
$60.5K 0.02%
302
+245
129
$60K 0.02%
1,531
-59
130
$59.9K 0.02%
304
131
$59.6K 0.02%
280
-8
132
$58.9K 0.02%
573
+1
133
$58.8K 0.02%
306
134
$56.5K 0.02%
1,196
+4
135
$56.4K 0.02%
381
+188
136
$56.4K 0.02%
442
+25
137
$56.1K 0.02%
85
-3
138
$56K 0.02%
908
139
$56K 0.02%
224
-109
140
$54.9K 0.02%
310
-2
141
$53.2K 0.02%
175
-22
142
$53.1K 0.02%
468
143
$52.6K 0.02%
398
-6
144
$52.5K 0.02%
157
-8
145
$52.2K 0.02%
600
146
$51.5K 0.02%
282
+62
147
$51.4K 0.02%
296
-6
148
$51K 0.02%
1,248
+15
149
$50.6K 0.02%
162
-35
150
$50.4K 0.02%
277
+41
4 5
6
7 8