AWM

Abound Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
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
926
$451 ﹤0.01%
10
927
$450 ﹤0.01%
4
928
$449 ﹤0.01%
3
-1
929
$448 ﹤0.01%
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$448 ﹤0.01%
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931
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932
$445 ﹤0.01%
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-10
933
$444 ﹤0.01%
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934
$443 ﹤0.01%
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935
$441 ﹤0.01%
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936
$441 ﹤0.01%
+5
937
$441 ﹤0.01%
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938
$441 ﹤0.01%
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939
$440 ﹤0.01%
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$438 ﹤0.01%
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941
$437 ﹤0.01%
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942
$436 ﹤0.01%
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943
$436 ﹤0.01%
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$433 ﹤0.01%
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945
$433 ﹤0.01%
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946
$432 ﹤0.01%
16
+1
947
$431 ﹤0.01%
3
948
$430 ﹤0.01%
+10
949
$430 ﹤0.01%
4
950
$429 ﹤0.01%
3
36 37
38
39 40