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
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$18.7M
3
+$16.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.47M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 4.78%
2 Technology 3.82%
3 Financials 1.35%
4 Energy 1%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$369K 0.29%
+5,381
27
$344K 0.27%
+5,844
28
$339K 0.27%
+16,536
29
$309K 0.24%
+1,279
30
$299K 0.24%
+1,800
31
$295K 0.23%
+5,371
32
$279K 0.22%
+3,297
33
$269K 0.21%
+1,950
34
$225K 0.18%
+1,374
35
$223K 0.18%
+5,653
36
$217K 0.17%
+1,500
37
$216K 0.17%
+2,749
38
$204K 0.16%
+908
39
$182K 0.14%
+1,083
40
$165K 0.13%
+961
41
$164K 0.13%
+1,117
42
$154K 0.12%
+1,060
43
$148K 0.12%
+938
44
$135K 0.11%
+510
45
$127K 0.1%
+4,293
46
$126K 0.1%
+454
47
$123K 0.1%
+6,510
48
$113K 0.09%
+4,203
49
$105K 0.08%
+3,241
50
$96.2K 0.08%
+529
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