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
251
$20.2K 0.01%
164
252
$19.8K 0.01%
81
+50
253
$19.7K 0.01%
123
+4
254
$19.7K 0.01%
126
-1
255
$19.7K 0.01%
1,120
-1,704
256
$19.7K 0.01%
324
-3
257
$19.7K 0.01%
272
-2
258
$19.5K 0.01%
99
+10
259
$19.4K 0.01%
56
+3
260
$19.3K 0.01%
120
261
$19.2K 0.01%
27
-1
262
$19K 0.01%
163
+132
263
$19K 0.01%
73
264
$19K 0.01%
379
-15
265
$18.9K 0.01%
378
-9
266
$18.9K 0.01%
46
-7
267
$18.4K 0.01%
68
268
$18.2K 0.01%
73
+3
269
$18.1K 0.01%
167
270
$18K 0.01%
106
+3
271
$17.9K 0.01%
67
-46
272
$17.8K 0.01%
80
273
$17.8K 0.01%
129
+57
274
$17.7K 0.01%
90
-3
275
$17.6K 0.01%
324
-8
9 10
11
12 13