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
376
$9.93K ﹤0.01%
138
377
$9.86K ﹤0.01%
187
+6
378
$9.82K ﹤0.01%
200
-1
379
$9.8K ﹤0.01%
144
380
$9.79K ﹤0.01%
132
+7
381
$9.75K ﹤0.01%
143
382
$9.74K ﹤0.01%
200
383
$9.73K ﹤0.01%
46
+3
384
$9.72K ﹤0.01%
62
-3
385
$9.59K ﹤0.01%
27
-7
386
$9.58K ﹤0.01%
367
387
$9.52K ﹤0.01%
38
388
$9.51K ﹤0.01%
91
-5
389
$9.43K ﹤0.01%
57
+3
390
$9.41K ﹤0.01%
531
+11
391
$9.15K ﹤0.01%
70
392
$9.06K ﹤0.01%
19
+1
393
$9.02K ﹤0.01%
47
394
$9.01K ﹤0.01%
114
-5
395
$9.01K ﹤0.01%
234
396
$8.94K ﹤0.01%
126
397
$8.88K ﹤0.01%
+101
398
$8.83K ﹤0.01%
90
399
$8.73K ﹤0.01%
36
-45
400
$8.72K ﹤0.01%
243
+95
14 15
16
17 18