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
401
$8.72K ﹤0.01%
74
+5
402
$8.66K ﹤0.01%
67
+35
403
$8.66K ﹤0.01%
199
+82
404
$8.58K ﹤0.01%
94
405
$8.51K ﹤0.01%
+119
406
$8.44K ﹤0.01%
61
-6
407
$8.34K ﹤0.01%
54
+24
408
$8.32K ﹤0.01%
37
+18
409
$8.27K ﹤0.01%
85
410
$8.26K ﹤0.01%
113
+8
411
$8.24K ﹤0.01%
45
+4
412
$8.2K ﹤0.01%
55
-1
413
$8.15K ﹤0.01%
63
-90
414
$8.13K ﹤0.01%
52
-6
415
$8.02K ﹤0.01%
491
+59
416
$7.99K ﹤0.01%
200
417
$7.93K ﹤0.01%
122
+19
418
$7.9K ﹤0.01%
80
419
$7.88K ﹤0.01%
69
420
$7.87K ﹤0.01%
136
-308
421
$7.85K ﹤0.01%
61
-3
422
$7.83K ﹤0.01%
59
+3
423
$7.83K ﹤0.01%
244
-717
424
$7.8K ﹤0.01%
30
-1
425
$7.77K ﹤0.01%
217
15 16
17
18 19