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
1051
$358 ﹤0.01%
13
1052
$357 ﹤0.01%
12
1053
$357 ﹤0.01%
3
1054
$356 ﹤0.01%
13
1055
$355 ﹤0.01%
10
1056
$355 ﹤0.01%
9
1057
$354 ﹤0.01%
6
1058
$354 ﹤0.01%
2
1059
$353 ﹤0.01%
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1060
$353 ﹤0.01%
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1061
$352 ﹤0.01%
59
1062
$352 ﹤0.01%
11
1063
$349 ﹤0.01%
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1064
$348 ﹤0.01%
8
1065
$347 ﹤0.01%
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1066
$346 ﹤0.01%
4
1067
$346 ﹤0.01%
6
1068
$345 ﹤0.01%
+20
1069
$344 ﹤0.01%
+40
1070
$342 ﹤0.01%
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1071
$342 ﹤0.01%
14
1072
$341 ﹤0.01%
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1073
$341 ﹤0.01%
10
1074
$340 ﹤0.01%
13
1075
$340 ﹤0.01%
6
41 42
43
44 45