AWM
Abound Wealth Management Portfolio holdings
AUM
$354M
1-Year Return
13.75%
This Quarter Return
+1.78%
1 Year Return
+13.75%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$271M
AUM Growth
+$8.71M
(+3.3%)
Cap. Flow
+$5.01M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
72.21%
Holding
1,339
New
45
Increased
152
Reduced
392
Closed
170
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.47M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.1M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.39M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$440K |
| 5 |
JPMorgan Chase
JPM
|
+$362K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$690K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$502K |
| 3 |
Vanguard Small-Cap ETF
VB
|
+$413K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$243K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$217K |
Sector Composition
| 1 | Technology | 5.89% |
| 2 | Consumer Discretionary | 2.5% |
| 3 | Financials | 1.56% |
| 4 | Energy | 1.16% |
| 5 | Communication Services | 0.9% |
