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
$180M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$16.2M
3
+$12.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.22M

Top Sells

1
+$5.55M
2
+$587K
3
+$320K
4
AMD icon
Advanced Micro Devices
AMD
+$239K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$226K

Sector Composition

1 Consumer Discretionary 2.06%
2 Technology 1.98%
3 Energy 0.77%
4 Financials 0.75%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$91.8K 0.05%
3,241
52
$87.9K 0.05%
4,203
53
$77.6K 0.04%
4,572
54
$75.2K 0.04%
+1,051
55
$72.2K 0.04%
529
-1
56
$70.3K 0.04%
1,146
+4
57
$68K 0.04%
+720
58
$67.9K 0.04%
608
-98
59
$66.7K 0.04%
2,796
60
$62.5K 0.03%
1,097
+15
61
$56.9K 0.03%
+307
62
$56.4K 0.03%
849
+66
63
$54.3K 0.03%
899
+667
64
$53.4K 0.03%
1,069
-706
65
$49.6K 0.03%
908
-360
66
$47.4K 0.03%
317
+55
67
$46.9K 0.03%
272
68
$42K 0.02%
+276
69
$40.3K 0.02%
+123
70
$39.5K 0.02%
398
-236
71
$36.8K 0.02%
+162
72
$33.3K 0.02%
254
73
$31.8K 0.02%
590
-2,535
74
$26.6K 0.01%
122
75
$25.1K 0.01%
513
+7
1 2
3
4 5