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
126
$111K 0.03%
+2,482
127
$111K 0.03%
2,586
+8
128
$109K 0.03%
2,449
+8
129
$108K 0.03%
940
+214
130
$107K 0.03%
761
+750
131
$107K 0.03%
1,295
+8
132
$106K 0.03%
1,256
133
$106K 0.03%
478
+37
134
$105K 0.03%
1,345
+9
135
$103K 0.03%
502
+123
136
$99.8K 0.03%
1,633
137
$99.4K 0.02%
2,224
+120
138
$97.5K 0.02%
2,105
139
$96.5K 0.02%
2,111
+22
140
$94.3K 0.02%
1,151
141
$94.3K 0.02%
+1,620
142
$94.2K 0.02%
450
+28
143
$93.5K 0.02%
335
+130
144
$93.1K 0.02%
332
145
$92K 0.02%
218
-5
146
$91.6K 0.02%
525
+195
147
$89.9K 0.02%
300
148
$89K 0.02%
1,973
+144
149
$88.6K 0.02%
994
+45
150
$87.4K 0.02%
1,095
+25
4 5
6
7 8