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
51
$251K 0.1%
1,372
+65
52
$240K 0.09%
1,317
-197
53
$238K 0.09%
693
-622
54
$236K 0.09%
819
55
$231K 0.09%
380
+13
56
$228K 0.09%
1,729
+7
57
$226K 0.09%
5,964
+35
58
$222K 0.08%
579
-39
59
$217K 0.08%
778
-95
60
$204K 0.08%
512
+3
61
$202K 0.08%
1,278
-33
62
$194K 0.07%
7,203
-267
63
$189K 0.07%
361
+124
64
$179K 0.07%
5,026
65
$177K 0.07%
587
+33
66
$164K 0.06%
1,879
-7
67
$164K 0.06%
1,172
-71
68
$154K 0.06%
320
+26
69
$150K 0.06%
303
-8
70
$147K 0.06%
1,928
-11,714
71
$146K 0.06%
1,105
-786
72
$142K 0.05%
1,835
+20
73
$134K 0.05%
172
+4
74
$130K 0.05%
681
+29
75
$129K 0.05%
817
-397
1 2
3
4 5