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
726
$1.37K ﹤0.01%
8
727
$1.37K ﹤0.01%
40
-5
728
$1.36K ﹤0.01%
262
+15
729
$1.36K ﹤0.01%
32
730
$1.36K ﹤0.01%
6
731
$1.35K ﹤0.01%
21
+1
732
$1.35K ﹤0.01%
12
733
$1.34K ﹤0.01%
11
734
$1.33K ﹤0.01%
80
735
$1.33K ﹤0.01%
5
+3
736
$1.32K ﹤0.01%
8
737
$1.32K ﹤0.01%
90
-5
738
$1.32K ﹤0.01%
23
-197
739
$1.31K ﹤0.01%
454
-92
740
$1.3K ﹤0.01%
19
-32
741
$1.29K ﹤0.01%
10
742
$1.29K ﹤0.01%
6
743
$1.29K ﹤0.01%
97
+7
744
$1.28K ﹤0.01%
13
-37
745
$1.27K ﹤0.01%
10
-6
746
$1.26K ﹤0.01%
3
747
$1.25K ﹤0.01%
22
748
$1.23K ﹤0.01%
38
-4
749
$1.22K ﹤0.01%
87
-5
750
$1.22K ﹤0.01%
56
28 29
30
31 32