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
951
$428 ﹤0.01%
+1
952
$428 ﹤0.01%
3
953
$426 ﹤0.01%
1
-2
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$425 ﹤0.01%
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955
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7
956
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957
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958
$423 ﹤0.01%
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959
$423 ﹤0.01%
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960
$423 ﹤0.01%
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961
$422 ﹤0.01%
9
962
$422 ﹤0.01%
32
963
$422 ﹤0.01%
+351
964
$420 ﹤0.01%
4
965
$419 ﹤0.01%
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966
$419 ﹤0.01%
5
967
$419 ﹤0.01%
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968
$418 ﹤0.01%
52
+18
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$417 ﹤0.01%
15
970
$417 ﹤0.01%
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971
$415 ﹤0.01%
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972
$415 ﹤0.01%
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973
$413 ﹤0.01%
3
974
$411 ﹤0.01%
9
975
$411 ﹤0.01%
2
37 38
39
40 41