AWM
Abound Wealth Management Portfolio holdings
AUM
$354M
1-Year Return
13.75%
This Quarter Return
+0.2%
1 Year Return
+13.75%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$312M
AUM Growth
+$10.6M
(+3.5%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
4.17%
Top 10 Holdings %
Top 10 Hldgs %
70.62%
Holding
1,362
New
63
Increased
289
Reduced
324
Closed
138
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.49M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.18M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.16M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.97M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$705K |
Top Sells
| 1 |
Tesla
TSLA
|
+$243K |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$228K |
| 3 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$134K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$112K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$107K |
Sector Composition
| 1 | Technology | 6.46% |
| 2 | Consumer Discretionary | 3.51% |
| 3 | Financials | 1.59% |
| 4 | Energy | 1.16% |
| 5 | Communication Services | 0.95% |
