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
$180M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$16.2M
3
+$12.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.22M

Top Sells

1
+$5.55M
2
+$587K
3
+$320K
4
AMD icon
Advanced Micro Devices
AMD
+$239K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$226K

Sector Composition

1 Consumer Discretionary 2.06%
2 Technology 1.98%
3 Energy 0.77%
4 Financials 0.75%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24K 0.01%
122
77
$23.7K 0.01%
592
+137
78
$22K 0.01%
216
+1
79
$21.4K 0.01%
+319
80
$20.7K 0.01%
176
-140
81
$19.9K 0.01%
118
+1
82
$19.6K 0.01%
151
+79
83
$18.1K 0.01%
+299
84
$17.6K 0.01%
129
-26
85
$15.6K 0.01%
360
86
$15.2K 0.01%
77
-98
87
$15.1K 0.01%
167
88
$14K 0.01%
68
89
$13.6K 0.01%
+540
90
$13.4K 0.01%
97
+9
91
$13.3K 0.01%
+97
92
$13.1K 0.01%
147
93
$9.97K 0.01%
+367
94
$7.41K ﹤0.01%
150
95
$7.36K ﹤0.01%
284
96
$6.92K ﹤0.01%
84
+20
97
$6.16K ﹤0.01%
272
98
$5.64K ﹤0.01%
110
99
$5.61K ﹤0.01%
266
+2
100
$4.42K ﹤0.01%
42
2 3
4
5 6