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
351
$11.1K ﹤0.01%
179
-13
352
$11.1K ﹤0.01%
116
+1
353
$11K ﹤0.01%
141
+8
354
$11K ﹤0.01%
75
+4
355
$10.8K ﹤0.01%
63
-6
356
$10.8K ﹤0.01%
277
+29
357
$10.7K ﹤0.01%
70
-75
358
$10.7K ﹤0.01%
11
359
$10.6K ﹤0.01%
9
360
$10.6K ﹤0.01%
155
+32
361
$10.6K ﹤0.01%
13
+1
362
$10.6K ﹤0.01%
40
-1
363
$10.6K ﹤0.01%
57
+5
364
$10.5K ﹤0.01%
176
-880
365
$10.4K ﹤0.01%
112
+6
366
$10.3K ﹤0.01%
111
-4
367
$10.3K ﹤0.01%
+146
368
$10.2K ﹤0.01%
26
+1
369
$10.2K ﹤0.01%
99
+50
370
$10.1K ﹤0.01%
100
+60
371
$10.1K ﹤0.01%
68
+9
372
$10.1K ﹤0.01%
18
+6
373
$10.1K ﹤0.01%
33
+4
374
$10K ﹤0.01%
173
+8
375
$9.95K ﹤0.01%
150
13 14
15
16 17