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
176
$66.6K 0.02%
200
+33
177
$66.3K 0.02%
679
178
$66.1K 0.02%
4,505
+79
179
$65.6K 0.02%
1,073
180
$65.3K 0.02%
654
+2
181
$64.2K 0.02%
162
182
$64K 0.02%
385
+125
183
$62.5K 0.02%
1,665
184
$62.1K 0.02%
146
185
$61.9K 0.02%
498
+64
186
$61.9K 0.02%
398
+1
187
$61.4K 0.02%
1,349
-1,568
188
$61.3K 0.02%
2,751
189
$61.3K 0.02%
164
-1
190
$60.8K 0.02%
469
191
$60.6K 0.02%
964
192
$60.3K 0.02%
+1,168
193
$60K 0.02%
325
+5
194
$59.8K 0.02%
1,066
195
$59.4K 0.01%
367
+62
196
$58.8K 0.01%
320
197
$58.6K 0.01%
86
198
$56.6K 0.01%
1,068
+12
199
$56K 0.01%
1,500
200
$55.8K 0.01%
1,864
6 7
8
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