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
276
$17.5K 0.01%
56
-1
277
$17.5K 0.01%
263
278
$17.4K 0.01%
64
-2
279
$17.4K 0.01%
106
+5
280
$17.4K 0.01%
30
-1
281
$17.1K 0.01%
266
282
$16.9K 0.01%
67
+2
283
$16.9K 0.01%
191
-273
284
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158
+1
285
$16.8K 0.01%
31
-2
286
$16.5K 0.01%
63
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287
$16.4K 0.01%
71
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288
$16.2K 0.01%
239
-1
289
$16.2K 0.01%
492
-2
290
$16.2K 0.01%
+309
291
$15.9K 0.01%
1,427
292
$15.7K 0.01%
106
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293
$15.7K 0.01%
54
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294
$15.6K 0.01%
96
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295
$15.6K 0.01%
60
296
$15.5K 0.01%
107
+35
297
$15.4K 0.01%
252
-14
298
$15.4K 0.01%
63
-3
299
$15.4K 0.01%
210
-15
300
$15.3K 0.01%
28
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12
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