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
151
$87K 0.02%
1,629
+1,227
152
$86.3K 0.02%
+1,260
153
$85.3K 0.02%
519
154
$84.2K 0.02%
244
+29
155
$83.6K 0.02%
72
+20
156
$82.5K 0.02%
1,877
+22
157
$82.2K 0.02%
247
158
$81.8K 0.02%
1,214
159
$81.8K 0.02%
375
160
$81.3K 0.02%
313
+62
161
$81.1K 0.02%
561
+184
162
$80.6K 0.02%
2,230
-2,948
163
$79.9K 0.02%
1,794
-2,814
164
$78.2K 0.02%
1,179
+54
165
$77.8K 0.02%
961
166
$76.9K 0.02%
367
167
$76.6K 0.02%
2,711
+76
168
$76.4K 0.02%
163
169
$76.3K 0.02%
748
170
$75.9K 0.02%
255
+63
171
$71.6K 0.02%
1,222
172
$71.5K 0.02%
1,824
-320
173
$70.8K 0.02%
1,185
-31
174
$68.9K 0.02%
285
-34
175
$67.9K 0.02%
590
5 6
7
8 9