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
1001
$397 ﹤0.01%
2
1002
$397 ﹤0.01%
15
1003
$395 ﹤0.01%
15
1004
$394 ﹤0.01%
9
1005
$394 ﹤0.01%
21
1006
$394 ﹤0.01%
18
1007
$394 ﹤0.01%
1
1008
$394 ﹤0.01%
11
1009
$393 ﹤0.01%
6
1010
$390 ﹤0.01%
9
1011
$390 ﹤0.01%
10
1012
$389 ﹤0.01%
+50
1013
$389 ﹤0.01%
10
1014
$388 ﹤0.01%
24
1015
$386 ﹤0.01%
7
1016
$384 ﹤0.01%
5
1017
$381 ﹤0.01%
+3
1018
$381 ﹤0.01%
15
1019
$381 ﹤0.01%
4
1020
$379 ﹤0.01%
9
1021
$379 ﹤0.01%
5
1022
$376 ﹤0.01%
27
1023
$376 ﹤0.01%
7
-103
1024
$373 ﹤0.01%
6
1025
$372 ﹤0.01%
10
-4
39 40
41
42 43