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
$185M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.27%
2 Consumer Discretionary 3.22%
3 Financials 1.22%
4 Energy 0.99%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$17.9K 0.01%
+61
202
$17.9K 0.01%
+164
203
$17.6K 0.01%
+212
204
$17.6K 0.01%
137
+40
205
$17.4K 0.01%
+102
206
$17.3K 0.01%
+250
207
$17.3K 0.01%
+80
208
$17.2K 0.01%
299
209
$17.2K 0.01%
+815
210
$17.1K 0.01%
+254
211
$17.1K 0.01%
+311
212
$16.8K 0.01%
+405
213
$16.8K 0.01%
+549
214
$16.7K 0.01%
+345
215
$16.6K 0.01%
128
-1
216
$16.4K 0.01%
+309
217
$16.3K 0.01%
+161
218
$16.2K 0.01%
+369
219
$16K 0.01%
+90
220
$15.9K 0.01%
+133
221
$15.9K 0.01%
193
+46
222
$15.8K 0.01%
+2,045
223
$15.6K 0.01%
+350
224
$15.5K 0.01%
+282
225
$15.4K 0.01%
+120