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
676
$2.11K ﹤0.01%
178
+23
677
$2.1K ﹤0.01%
31
678
$2.09K ﹤0.01%
12
+6
679
$2.07K ﹤0.01%
9
+1
680
$2.07K ﹤0.01%
34
681
$2.02K ﹤0.01%
9
+4
682
$2.01K ﹤0.01%
33
683
$2K ﹤0.01%
15
684
$1.99K ﹤0.01%
4
685
$1.97K ﹤0.01%
26
686
$1.92K ﹤0.01%
26
687
$1.92K ﹤0.01%
51
688
$1.91K ﹤0.01%
27
-28
689
$1.91K ﹤0.01%
73
-2
690
$1.91K ﹤0.01%
44
691
$1.89K ﹤0.01%
176
692
$1.89K ﹤0.01%
18
693
$1.89K ﹤0.01%
110
694
$1.88K ﹤0.01%
17
695
$1.83K ﹤0.01%
5
696
$1.74K ﹤0.01%
4
-1
697
$1.73K ﹤0.01%
20
698
$1.71K ﹤0.01%
46
699
$1.7K ﹤0.01%
78
+4
700
$1.69K ﹤0.01%
11
26 27
28
29 30