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
1076
$339 ﹤0.01%
21
1077
$336 ﹤0.01%
4
1078
$336 ﹤0.01%
4
-1
1079
$335 ﹤0.01%
3
-2
1080
$335 ﹤0.01%
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1081
$335 ﹤0.01%
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1082
$335 ﹤0.01%
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1083
$334 ﹤0.01%
+1
1084
$334 ﹤0.01%
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1085
$333 ﹤0.01%
12
1086
$333 ﹤0.01%
5
1087
$332 ﹤0.01%
45
1088
$332 ﹤0.01%
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1089
$329 ﹤0.01%
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1090
$329 ﹤0.01%
42
+14
1091
$329 ﹤0.01%
2
1092
$328 ﹤0.01%
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1093
$327 ﹤0.01%
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1094
$326 ﹤0.01%
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1095
$326 ﹤0.01%
22
1096
$325 ﹤0.01%
29
1097
$324 ﹤0.01%
11
1098
$323 ﹤0.01%
6
1099
$323 ﹤0.01%
26
1100
$322 ﹤0.01%
+2
42 43
44
45 46