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
826
$650 ﹤0.01%
18
827
$645 ﹤0.01%
5
828
$640 ﹤0.01%
25
829
$639 ﹤0.01%
9
+3
830
$638 ﹤0.01%
2
831
$632 ﹤0.01%
6
832
$631 ﹤0.01%
3
+1
833
$620 ﹤0.01%
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834
$620 ﹤0.01%
4
835
$619 ﹤0.01%
+24
836
$618 ﹤0.01%
74
837
$616 ﹤0.01%
5
838
$613 ﹤0.01%
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839
$612 ﹤0.01%
44
840
$608 ﹤0.01%
9
841
$605 ﹤0.01%
8
842
$598 ﹤0.01%
17
-30
843
$596 ﹤0.01%
+11
844
$585 ﹤0.01%
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845
$585 ﹤0.01%
2
846
$583 ﹤0.01%
18
847
$580 ﹤0.01%
+8
848
$579 ﹤0.01%
78
849
$577 ﹤0.01%
6
-62
850
$576 ﹤0.01%
19
32 33
34
35 36