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
201
$32.7K 0.01%
1,169
+6
202
$32.5K 0.01%
209
+7
203
$32.5K 0.01%
372
+4
204
$31.7K 0.01%
526
205
$31.5K 0.01%
67
+2
206
$31.1K 0.01%
218
+157
207
$31K 0.01%
124
-1
208
$30.9K 0.01%
892
+744
209
$30.5K 0.01%
67
210
$29.6K 0.01%
92
-3
211
$29.4K 0.01%
2,045
212
$29K 0.01%
908
213
$28.3K 0.01%
117
+3
214
$27.9K 0.01%
+500
215
$27.5K 0.01%
1,933
+25
216
$27.5K 0.01%
+293
217
$26.9K 0.01%
223
218
$26.8K 0.01%
111
-1
219
$26.7K 0.01%
137
220
$26.7K 0.01%
+326
221
$26.5K 0.01%
621
+4
222
$26.4K 0.01%
59
+1
223
$26K 0.01%
980
224
$25.9K 0.01%
197
-4
225
$25K 0.01%
67
+11
7 8
9
10 11