AWM
Abound Wealth Management Portfolio holdings
AUM
$354M
This Quarter Return
+5.64%
1 Year Return
+13.75%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
–
Cap. Flow
+$127M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.01%
Holding
107
New
106
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$19.2M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$18.7M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$16.1M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$15.4M |
| 5 |
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% |
