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
426
$7.73K ﹤0.01%
85
-270
427
$7.71K ﹤0.01%
149
+11
428
$7.68K ﹤0.01%
77
429
$7.64K ﹤0.01%
22
-2
430
$7.61K ﹤0.01%
26
+2
431
$7.57K ﹤0.01%
52
432
$7.55K ﹤0.01%
158
+60
433
$7.52K ﹤0.01%
19
+7
434
$7.51K ﹤0.01%
45
+24
435
$7.43K ﹤0.01%
129
+11
436
$7.42K ﹤0.01%
137
+21
437
$7.38K ﹤0.01%
25
-45
438
$7.36K ﹤0.01%
51
+11
439
$7.32K ﹤0.01%
266
-7
440
$7.32K ﹤0.01%
+190
441
$7.18K ﹤0.01%
47
+8
442
$7.17K ﹤0.01%
+119
443
$7.16K ﹤0.01%
427
+4
444
$7.13K ﹤0.01%
157
-65
445
$7.12K ﹤0.01%
77
-9
446
$7.11K ﹤0.01%
70
+1
447
$7.08K ﹤0.01%
10
-1
448
$7.06K ﹤0.01%
122
-2,187
449
$6.97K ﹤0.01%
48
+27
450
$6.89K ﹤0.01%
56
+1
16 17
18
19 20