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
326
$13K 0.01%
459
327
$12.8K ﹤0.01%
222
328
$12.7K ﹤0.01%
344
+24
329
$12.6K ﹤0.01%
252
-131
330
$12.6K ﹤0.01%
76
+3
331
$12.3K ﹤0.01%
292
332
$12.3K ﹤0.01%
572
333
$12.2K ﹤0.01%
+472
334
$12.2K ﹤0.01%
166
-727
335
$12.1K ﹤0.01%
401
-242
336
$12K ﹤0.01%
208
-2
337
$12K ﹤0.01%
338
338
$11.9K ﹤0.01%
+198
339
$11.8K ﹤0.01%
46
+1
340
$11.8K ﹤0.01%
130
341
$11.7K ﹤0.01%
306
342
$11.7K ﹤0.01%
230
343
$11.7K ﹤0.01%
103
-127
344
$11.7K ﹤0.01%
35
-1
345
$11.7K ﹤0.01%
324
+3
346
$11.6K ﹤0.01%
212
+2
347
$11.6K ﹤0.01%
24
-33
348
$11.4K ﹤0.01%
46
+11
349
$11.3K ﹤0.01%
21
+1
350
$11.2K ﹤0.01%
9
+2
12 13
14
15 16