AWM
Abound Wealth Management Portfolio holdings
AUM
$354M
1-Year Return
13.75%
This Quarter Return
+5.65%
1 Year Return
+13.75%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$223M
AUM Growth
+$18.7M
(+9.2%)
Cap. Flow
+$8.94M
Cap. Flow
% of AUM
4.01%
Top 10 Holdings %
Top 10 Hldgs %
70.72%
Holding
762
New
42
Increased
317
Reduced
49
Closed
40
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.06M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.66M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.44M |
| 4 |
Broadcom
AVGO
|
+$1.3M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$1.3M |
Top Sells
| 1 |
Fidelity MSCI Utilities Index ETF
FUTY
|
+$492K |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
+$398K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$274K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$215K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$184K |
Sector Composition
| 1 | Technology | 3.94% |
| 2 | Consumer Discretionary | 2.45% |
| 3 | Financials | 1.13% |
| 4 | Energy | 1.05% |
| 5 | Healthcare | 0.84% |
