AWM
Abound Wealth Management Portfolio holdings
AUM
$354M
1-Year Return
13.75%
This Quarter Return
+7.96%
1 Year Return
+13.75%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$19M
(+10%)
Cap. Flow
+$6.62M
Cap. Flow
% of AUM
3.24%
Top 10 Holdings %
Top 10 Hldgs %
71.62%
Holding
801
New
51
Increased
299
Reduced
147
Closed
80
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$2.21M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.8M |
| 3 |
Fidelity MSCI Utilities Index ETF
FUTY
|
+$1.59M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$1.22M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.2M |
Top Sells
Sector Composition
| 1 | Technology | 2.85% |
| 2 | Consumer Discretionary | 1.72% |
| 3 | Financials | 1.32% |
| 4 | Energy | 1.09% |
| 5 | Healthcare | 0.85% |
