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
501
$5.46K ﹤0.01%
138
+16
502
$5.43K ﹤0.01%
51
+3
503
$5.38K ﹤0.01%
+16
504
$5.36K ﹤0.01%
82
-1
505
$5.35K ﹤0.01%
20
+1
506
$5.35K ﹤0.01%
40
+2
507
$5.33K ﹤0.01%
4
+1
508
$5.29K ﹤0.01%
+12
509
$5.29K ﹤0.01%
33
+3
510
$5.19K ﹤0.01%
19
511
$5.15K ﹤0.01%
26
512
$5.15K ﹤0.01%
70
-5
513
$5.13K ﹤0.01%
+635
514
$5.09K ﹤0.01%
59
515
$5.09K ﹤0.01%
142
+8
516
$5.09K ﹤0.01%
96
-8
517
$5.08K ﹤0.01%
250
518
$5.05K ﹤0.01%
+46
519
$5.02K ﹤0.01%
49
520
$5.01K ﹤0.01%
8
-1
521
$4.99K ﹤0.01%
38
522
$4.99K ﹤0.01%
44
+1
523
$4.96K ﹤0.01%
23
+6
524
$4.96K ﹤0.01%
45
525
$4.94K ﹤0.01%
104
+2
19 20
21
22 23