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
651
$2.44K ﹤0.01%
62
652
$2.44K ﹤0.01%
+56
653
$2.43K ﹤0.01%
22
+15
654
$2.43K ﹤0.01%
23
-5
655
$2.42K ﹤0.01%
42
656
$2.4K ﹤0.01%
91
-7
657
$2.4K ﹤0.01%
8
658
$2.39K ﹤0.01%
+32
659
$2.39K ﹤0.01%
7
+2
660
$2.31K ﹤0.01%
72
+51
661
$2.3K ﹤0.01%
26
662
$2.28K ﹤0.01%
+50
663
$2.26K ﹤0.01%
79
+55
664
$2.25K ﹤0.01%
161
665
$2.23K ﹤0.01%
64
666
$2.21K ﹤0.01%
19
667
$2.2K ﹤0.01%
87
668
$2.2K ﹤0.01%
39
+5
669
$2.18K ﹤0.01%
71
-6
670
$2.18K ﹤0.01%
18
671
$2.15K ﹤0.01%
120
-4
672
$2.15K ﹤0.01%
+37
673
$2.13K ﹤0.01%
25
-14
674
$2.12K ﹤0.01%
+385
675
$2.12K ﹤0.01%
65
25 26
27
28 29