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
$180M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$16.2M
3
+$12.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.22M

Top Sells

1
+$5.55M
2
+$587K
3
+$320K
4
AMD icon
Advanced Micro Devices
AMD
+$239K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$226K

Sector Composition

1 Consumer Discretionary 2.06%
2 Technology 1.98%
3 Energy 0.77%
4 Financials 0.75%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$943K 0.53%
2,500
+26
27
$822K 0.46%
2,934
-519
28
$733K 0.41%
+16,242
29
$723K 0.4%
13,066
-372
30
$632K 0.35%
+14,596
31
$547K 0.3%
6,138
-326
32
$528K 0.29%
16,945
+198
33
$429K 0.24%
16,908
+8,823
34
$410K 0.23%
5,755
+13
35
$327K 0.18%
1,469
+1
36
$314K 0.17%
6,935
+45
37
$278K 0.15%
19,152
+2,172
38
$258K 0.14%
4,126
+222
39
$233K 0.13%
2,193
+53
40
$221K 0.12%
909
+1
41
$208K 0.12%
1,449
+68
42
$193K 0.11%
1,760
+160
43
$192K 0.11%
1,760
+260
44
$189K 0.11%
2,505
+26
45
$169K 0.09%
1,284
+22
46
$138K 0.08%
961
47
$133K 0.07%
916
48
$107K 0.06%
513
+2
49
$99K 0.06%
455
50
$93.5K 0.05%
830
-12
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2
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