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
176
$39.6K 0.01%
171
+6
177
$39.3K 0.01%
+950
178
$39.3K 0.01%
37
+2
179
$39.1K 0.01%
182
+100
180
$38.8K 0.01%
172
-110
181
$38.1K 0.01%
223
-15
182
$37.6K 0.01%
856
-410
183
$37.5K 0.01%
85
-3
184
$37K 0.01%
67
+1
185
$36.5K 0.01%
500
186
$36.3K 0.01%
626
187
$36.3K 0.01%
209
-162
188
$35.7K 0.01%
1,206
189
$35.5K 0.01%
83
-3
190
$34.9K 0.01%
158
-25
191
$34.7K 0.01%
346
+8
192
$34.6K 0.01%
230
+97
193
$34.3K 0.01%
900
+4
194
$33.8K 0.01%
194
195
$33.8K 0.01%
117
-1
196
$33.7K 0.01%
588
+19
197
$33.6K 0.01%
+196
198
$33.4K 0.01%
+1,667
199
$33K 0.01%
1,167
+2
200
$32.9K 0.01%
240
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6 7
8
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