AWM
Abound Wealth Management Portfolio holdings
AUM
$354M
1-Year Return
13.75%
This Quarter Return
-6.19%
1 Year Return
+13.75%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
+$5.63M
(+3.1%)
Cap. Flow
+$17.3M
Cap. Flow
% of AUM
9.32%
Top 10 Holdings %
Top 10 Hldgs %
69.64%
Holding
755
New
636
Increased
59
Reduced
21
Closed
4
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$4.31M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$3.05M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.18M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.69M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.56M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$7.88M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$1.66M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.01M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$560K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$335K |
Sector Composition
| 1 | Technology | 3.27% |
| 2 | Consumer Discretionary | 3.22% |
| 3 | Financials | 1.22% |
| 4 | Energy | 0.99% |
| 5 | Healthcare | 0.83% |
