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
301
$15.2K 0.01%
207
-38
302
$15.1K 0.01%
169
+2
303
$15.1K 0.01%
82
+22
304
$14.9K 0.01%
65
+3
305
$14.9K 0.01%
515
306
$14.8K 0.01%
111
+1
307
$14.7K 0.01%
163
-140
308
$14.6K 0.01%
68
+7
309
$14.5K 0.01%
1,327
-2,468
310
$14.4K 0.01%
369
311
$14.4K 0.01%
84
+4
312
$14.4K 0.01%
116
+6
313
$14.3K 0.01%
309
314
$14.2K 0.01%
240
+31
315
$14K 0.01%
1,051
+80
316
$13.8K 0.01%
236
+207
317
$13.8K 0.01%
92
+3
318
$13.7K 0.01%
306
+27
319
$13.6K 0.01%
107
-1
320
$13.5K 0.01%
34
321
$13.5K 0.01%
24
+1
322
$13.4K 0.01%
272
-9
323
$13.3K 0.01%
283
+12
324
$13.2K 0.01%
141
325
$13.1K 0.01%
43
11 12
13
14 15