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
26
$1.27M 0.48%
20,641
-9
27
$1.27M 0.48%
2
-1
28
$1.08M 0.41%
55,482
+4,672
29
$982K 0.37%
10,870
+520
30
$738K 0.28%
31,828
+1,212
31
$669K 0.26%
3,952
+3,786
32
$659K 0.25%
3,996
-320
33
$653K 0.25%
7,600
-870
34
$526K 0.2%
718
+13
35
$502K 0.19%
19,881
-5,221
36
$472K 0.18%
1,731
+1,725
37
$457K 0.17%
6,297
+34
38
$449K 0.17%
2,947
+85
39
$434K 0.17%
6,054
-8
40
$394K 0.15%
2,612
-3
41
$327K 0.12%
16,047
+2,979
42
$316K 0.12%
14,076
+18
43
$299K 0.11%
5,987
+16
44
$294K 0.11%
1,811
-557
45
$293K 0.11%
1,801
+229
46
$291K 0.11%
3,648
47
$290K 0.11%
1,448
+184
48
$284K 0.11%
998
-31
49
$281K 0.11%
4,620
-1,635
50
$252K 0.1%
519
+56
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