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
$263M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,429
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.74M
3
+$1.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.43M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$641K

Top Sells

1
+$895K
2
+$634K
3
+$538K
4
AAPL icon
Apple
AAPL
+$503K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$488K

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 2.48%
3 Financials 1.52%
4 Energy 1.2%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.5K 0.01%
322
-195
227
$22.5K 0.01%
258
-84
228
$22.3K 0.01%
980
229
$22.2K 0.01%
+130
230
$22K 0.01%
101
+13
231
$22K 0.01%
406
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232
$22K 0.01%
107
+1
233
$21.9K 0.01%
314
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234
$21.8K 0.01%
262
+1
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$21.8K 0.01%
53
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236
$21.5K 0.01%
456
237
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153
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238
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265
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$20.9K 0.01%
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240
$20.8K 0.01%
112
241
$20.8K 0.01%
158
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242
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243
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148
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322
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246
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118
247
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47
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248
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102
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249
$20.2K 0.01%
524
250
$20.2K 0.01%
142
+32
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