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
601
$3.47K ﹤0.01%
65
+40
602
$3.44K ﹤0.01%
11
+1
603
$3.43K ﹤0.01%
26
+6
604
$3.42K ﹤0.01%
165
605
$3.3K ﹤0.01%
48
606
$3.28K ﹤0.01%
+300
607
$3.28K ﹤0.01%
+61
608
$3.28K ﹤0.01%
39
609
$3.28K ﹤0.01%
386
+295
610
$3.26K ﹤0.01%
373
-153
611
$3.19K ﹤0.01%
+34
612
$3.16K ﹤0.01%
17
613
$3.13K ﹤0.01%
+43
614
$3.12K ﹤0.01%
16
-1
615
$3.08K ﹤0.01%
167
+1
616
$3.02K ﹤0.01%
34
617
$3.01K ﹤0.01%
26
+19
618
$3.01K ﹤0.01%
77
619
$3K ﹤0.01%
+65
620
$2.94K ﹤0.01%
+28
621
$2.94K ﹤0.01%
103
622
$2.88K ﹤0.01%
66
623
$2.87K ﹤0.01%
+160
624
$2.85K ﹤0.01%
66
625
$2.85K ﹤0.01%
8
+1
23 24
25
26 27