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
751
$1.21K ﹤0.01%
55
752
$1.21K ﹤0.01%
304
753
$1.21K ﹤0.01%
49
-3
754
$1.21K ﹤0.01%
56
+2
755
$1.2K ﹤0.01%
53
756
$1.2K ﹤0.01%
78
757
$1.19K ﹤0.01%
44
-1
758
$1.19K ﹤0.01%
6
759
$1.18K ﹤0.01%
141
-32
760
$1.17K ﹤0.01%
71
761
$1.14K ﹤0.01%
31
762
$1.14K ﹤0.01%
16
763
$1.13K ﹤0.01%
13
764
$1.13K ﹤0.01%
100
765
$1.11K ﹤0.01%
6
766
$1.1K ﹤0.01%
12
+7
767
$1.1K ﹤0.01%
71
768
$1.08K ﹤0.01%
306
-33
769
$1.08K ﹤0.01%
17
-7
770
$1.07K ﹤0.01%
9
771
$1.06K ﹤0.01%
4
772
$1.04K ﹤0.01%
+12
773
$1.04K ﹤0.01%
8
774
$1.03K ﹤0.01%
10
775
$1.01K ﹤0.01%
54
+4
29 30
31
32 33