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
476
$6.05K ﹤0.01%
29
+22
477
$6.03K ﹤0.01%
45
-2
478
$6.02K ﹤0.01%
163
-19
479
$5.99K ﹤0.01%
57
480
$5.9K ﹤0.01%
176
+17
481
$5.9K ﹤0.01%
45
482
$5.89K ﹤0.01%
62
483
$5.84K ﹤0.01%
20
+5
484
$5.82K ﹤0.01%
6
-2
485
$5.8K ﹤0.01%
96
486
$5.73K ﹤0.01%
37
-95
487
$5.71K ﹤0.01%
281
-1,246
488
$5.67K ﹤0.01%
64
489
$5.66K ﹤0.01%
22
-2
490
$5.63K ﹤0.01%
2,159
+33
491
$5.62K ﹤0.01%
176
492
$5.58K ﹤0.01%
25
493
$5.58K ﹤0.01%
60
+7
494
$5.57K ﹤0.01%
148
-12
495
$5.55K ﹤0.01%
18
496
$5.52K ﹤0.01%
20
+1
497
$5.51K ﹤0.01%
52
+2
498
$5.48K ﹤0.01%
29
499
$5.48K ﹤0.01%
151
+18
500
$5.47K ﹤0.01%
71
+4
18 19
20
21 22