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
701
$1.66K ﹤0.01%
40
702
$1.64K ﹤0.01%
75
+61
703
$1.64K ﹤0.01%
11
-104
704
$1.63K ﹤0.01%
38
-1
705
$1.63K ﹤0.01%
138
+51
706
$1.62K ﹤0.01%
16
707
$1.62K ﹤0.01%
4
708
$1.6K ﹤0.01%
16
+1
709
$1.59K ﹤0.01%
387
+136
710
$1.52K ﹤0.01%
+27
711
$1.5K ﹤0.01%
26
-29
712
$1.5K ﹤0.01%
186
-4
713
$1.49K ﹤0.01%
19
+2
714
$1.49K ﹤0.01%
38
+1
715
$1.48K ﹤0.01%
12
+3
716
$1.48K ﹤0.01%
8
717
$1.46K ﹤0.01%
41
-8
718
$1.45K ﹤0.01%
132
-32
719
$1.42K ﹤0.01%
57
720
$1.42K ﹤0.01%
13
721
$1.41K ﹤0.01%
7
722
$1.41K ﹤0.01%
27
-8
723
$1.4K ﹤0.01%
43
724
$1.39K ﹤0.01%
118
725
$1.37K ﹤0.01%
7
-6
27 28
29
30 31