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
201
$52.9K 0.01%
+4,272
202
$52.6K 0.01%
476
+96
203
$52.5K 0.01%
149
-337
204
$52.3K 0.01%
635
+146
205
$52.1K 0.01%
879
+528
206
$51.6K 0.01%
926
207
$51.5K 0.01%
608
+84
208
$51K 0.01%
715
-64
209
$50.9K 0.01%
186
+1
210
$50.9K 0.01%
264
+3
211
$50.7K 0.01%
119
+26
212
$50.2K 0.01%
247
+1
213
$49.1K 0.01%
167
-43
214
$49.1K 0.01%
163
215
$48.9K 0.01%
306
216
$48.6K 0.01%
10,000
217
$47.9K 0.01%
798
-76
218
$47.3K 0.01%
500
+119
219
$46.1K 0.01%
1,089
+109
220
$45.9K 0.01%
333
+282
221
$45.2K 0.01%
183
+5
222
$44.9K 0.01%
93
+49
223
$44.9K 0.01%
1,092
-1
224
$44.7K 0.01%
174
+37
225
$44.5K 0.01%
455
-4
7 8
9
10 11