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
1026
$371 ﹤0.01%
21
1027
$370 ﹤0.01%
2
1028
$370 ﹤0.01%
22
1029
$369 ﹤0.01%
3
1030
$368 ﹤0.01%
10
1031
$367 ﹤0.01%
+5
1032
$366 ﹤0.01%
8
1033
$365 ﹤0.01%
7
1034
$365 ﹤0.01%
2
1035
$365 ﹤0.01%
7
1036
$363 ﹤0.01%
+5
1037
$363 ﹤0.01%
9
1038
$363 ﹤0.01%
28
1039
$363 ﹤0.01%
2
1040
$363 ﹤0.01%
11
-1
1041
$362 ﹤0.01%
10
1042
$362 ﹤0.01%
7
1043
$361 ﹤0.01%
4
1044
$360 ﹤0.01%
+6
1045
$360 ﹤0.01%
19
1046
$360 ﹤0.01%
23
1047
$359 ﹤0.01%
11
1048
$359 ﹤0.01%
12
1049
$359 ﹤0.01%
39
-27
1050
$358 ﹤0.01%
5
40 41
42
43 44