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
626
$2.84K ﹤0.01%
+108
627
$2.83K ﹤0.01%
60
+48
628
$2.82K ﹤0.01%
126
-1
629
$2.81K ﹤0.01%
101
630
$2.77K ﹤0.01%
19
631
$2.77K ﹤0.01%
22
632
$2.76K ﹤0.01%
+44
633
$2.75K ﹤0.01%
40
-5
634
$2.75K ﹤0.01%
+25
635
$2.75K ﹤0.01%
+16
636
$2.72K ﹤0.01%
43
637
$2.71K ﹤0.01%
+12
638
$2.68K ﹤0.01%
37
639
$2.67K ﹤0.01%
53
640
$2.66K ﹤0.01%
127
+1
641
$2.65K ﹤0.01%
34
642
$2.63K ﹤0.01%
68
-8
643
$2.6K ﹤0.01%
12
644
$2.6K ﹤0.01%
31
+30
645
$2.55K ﹤0.01%
141
646
$2.54K ﹤0.01%
+36
647
$2.54K ﹤0.01%
21
-5
648
$2.53K ﹤0.01%
15
649
$2.49K ﹤0.01%
14
650
$2.47K ﹤0.01%
42
-1
24 25
26
27 28