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
451
$6.69K ﹤0.01%
58
452
$6.63K ﹤0.01%
22
-1
453
$6.61K ﹤0.01%
31
-2
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$6.6K ﹤0.01%
24
-1
455
$6.6K ﹤0.01%
64
+6
456
$6.58K ﹤0.01%
30
-6
457
$6.56K ﹤0.01%
80
458
$6.54K ﹤0.01%
356
-34
459
$6.51K ﹤0.01%
10
+3
460
$6.44K ﹤0.01%
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-8
461
$6.39K ﹤0.01%
208
-4
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$6.38K ﹤0.01%
276
+2
463
$6.32K ﹤0.01%
85
-3
464
$6.31K ﹤0.01%
58
+3
465
$6.3K ﹤0.01%
2
466
$6.3K ﹤0.01%
+144
467
$6.28K ﹤0.01%
12
+1
468
$6.2K ﹤0.01%
208
-10
469
$6.19K ﹤0.01%
95
+94
470
$6.16K ﹤0.01%
103
-6
471
$6.15K ﹤0.01%
109
-13
472
$6.14K ﹤0.01%
10
473
$6.1K ﹤0.01%
87
-209
474
$6.09K ﹤0.01%
150
475
$6.06K ﹤0.01%
35
17 18
19
20 21