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
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$18.7M
3
+$16.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.47M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 4.78%
2 Technology 3.82%
3 Financials 1.35%
4 Energy 1%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$94K 0.07%
+1,326
52
$89.3K 0.07%
+4,572
53
$88.4K 0.07%
+1,209
54
$86.6K 0.07%
+595
55
$86.2K 0.07%
+1,407
56
$77.7K 0.06%
+305
57
$76K 0.06%
+2,820
58
$69.4K 0.05%
+1,094
59
$68.7K 0.05%
+781
60
$64.9K 0.05%
+212
61
$62.5K 0.05%
+1,241
62
$61K 0.05%
+10,446
63
$59.6K 0.05%
+272
64
$58.6K 0.05%
+328
65
$49.7K 0.04%
+550
66
$46.5K 0.04%
+254
67
$45.3K 0.04%
+352
68
$45K 0.04%
+421
69
$43.9K 0.03%
+398
70
$40.6K 0.03%
+378
71
$39.6K 0.03%
+323
72
$32.6K 0.03%
+253
73
$29.6K 0.02%
+477
74
$28.9K 0.02%
+265
75
$26.1K 0.02%
+117
1 2
3
4 5