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
551
$4.39K ﹤0.01%
51
+2
552
$4.38K ﹤0.01%
110
553
$4.36K ﹤0.01%
81
-8
554
$4.31K ﹤0.01%
38
-1
555
$4.31K ﹤0.01%
90
+12
556
$4.3K ﹤0.01%
54
+4
557
$4.29K ﹤0.01%
+117
558
$4.29K ﹤0.01%
66
+1
559
$4.29K ﹤0.01%
142
560
$4.25K ﹤0.01%
226
561
$4.25K ﹤0.01%
50
+43
562
$4.23K ﹤0.01%
34
563
$4.2K ﹤0.01%
41
+1
564
$4.16K ﹤0.01%
43
+5
565
$4.15K ﹤0.01%
84
+67
566
$4.12K ﹤0.01%
31
+10
567
$4.1K ﹤0.01%
20
568
$4.09K ﹤0.01%
9
569
$4.07K ﹤0.01%
14
-7
570
$4.05K ﹤0.01%
109
571
$4.03K ﹤0.01%
49
572
$4.02K ﹤0.01%
192
573
$4K ﹤0.01%
27
-14
574
$3.95K ﹤0.01%
40
-68
575
$3.9K ﹤0.01%
199
21 22
23
24 25