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
576
$3.9K ﹤0.01%
20
-26
577
$3.88K ﹤0.01%
+105
578
$3.87K ﹤0.01%
60
579
$3.84K ﹤0.01%
57
580
$3.83K ﹤0.01%
+19
581
$3.81K ﹤0.01%
103
582
$3.79K ﹤0.01%
208
583
$3.78K ﹤0.01%
+31
584
$3.77K ﹤0.01%
179
585
$3.77K ﹤0.01%
+24
586
$3.75K ﹤0.01%
56
587
$3.69K ﹤0.01%
132
+112
588
$3.69K ﹤0.01%
+45
589
$3.68K ﹤0.01%
15
590
$3.63K ﹤0.01%
80
591
$3.6K ﹤0.01%
28
-1
592
$3.59K ﹤0.01%
169
593
$3.59K ﹤0.01%
+197
594
$3.58K ﹤0.01%
33
595
$3.54K ﹤0.01%
41
596
$3.53K ﹤0.01%
76
597
$3.52K ﹤0.01%
50
598
$3.52K ﹤0.01%
70
599
$3.5K ﹤0.01%
31
600
$3.5K ﹤0.01%
42
+3
22 23
24
25 26