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
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$18.7M
3
+$16.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.47M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 4.78%
2 Technology 3.82%
3 Financials 1.35%
4 Energy 1%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25.4K 0.02%
+944
77
$24.7K 0.02%
+405
78
$24.6K 0.02%
+176
79
$24.4K 0.02%
+499
80
$21.8K 0.02%
+199
81
$21.7K 0.02%
+77
82
$20K 0.02%
+68
83
$19.5K 0.02%
+233
84
$15.5K 0.01%
+241
85
$15.3K 0.01%
+147
86
$14.9K 0.01%
+121
87
$14K 0.01%
+352
88
$13.9K 0.01%
+89
89
$12.4K 0.01%
+75
90
$11.6K 0.01%
+145
91
$9.65K 0.01%
+150
92
$8.8K 0.01%
+284
93
$8.55K 0.01%
+284
94
$7.57K 0.01%
+272
95
$6.39K 0.01%
+110
96
$5.83K ﹤0.01%
+42
97
$4.76K ﹤0.01%
+45
98
$4.66K ﹤0.01%
+70
99
$4.08K ﹤0.01%
+64
100
$3.32K ﹤0.01%
+40
1 2 3
4
5