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
151
$50.1K 0.02%
130
152
$49.4K 0.02%
354
153
$49K 0.02%
62
-1
154
$49K 0.02%
128
-3
155
$49K 0.02%
535
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156
$48.1K 0.02%
618
-21
157
$47.7K 0.02%
1,341
158
$47.2K 0.02%
1,007
159
$46.5K 0.02%
86
-2
160
$46.2K 0.02%
460
161
$45.9K 0.02%
196
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162
$45.3K 0.02%
924
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163
$44.7K 0.02%
149
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164
$43.9K 0.02%
94
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$43.9K 0.02%
344
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166
$43.1K 0.02%
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167
$42.9K 0.02%
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168
$42.5K 0.02%
54
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1,356
-156
170
$41.8K 0.02%
590
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$41.7K 0.02%
1,074
+157
172
$41.5K 0.02%
571
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173
$40.8K 0.02%
153
174
$40.8K 0.02%
163
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175
$40.6K 0.02%
172
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