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
526
$4.94K ﹤0.01%
44
-5
527
$4.93K ﹤0.01%
169
+75
528
$4.93K ﹤0.01%
26
+2
529
$4.92K ﹤0.01%
+55
530
$4.91K ﹤0.01%
40
+10
531
$4.84K ﹤0.01%
77
-205
532
$4.83K ﹤0.01%
35
-2
533
$4.81K ﹤0.01%
+52
534
$4.78K ﹤0.01%
173
535
$4.77K ﹤0.01%
207
+98
536
$4.75K ﹤0.01%
+57
537
$4.74K ﹤0.01%
49
+6
538
$4.73K ﹤0.01%
75
539
$4.73K ﹤0.01%
90
-10
540
$4.71K ﹤0.01%
32
+3
541
$4.68K ﹤0.01%
136
+88
542
$4.65K ﹤0.01%
105
543
$4.65K ﹤0.01%
60
+8
544
$4.65K ﹤0.01%
36
545
$4.64K ﹤0.01%
33
546
$4.61K ﹤0.01%
35
547
$4.58K ﹤0.01%
+160
548
$4.56K ﹤0.01%
68
-7
549
$4.45K ﹤0.01%
205
-25
550
$4.41K ﹤0.01%
32
20 21
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