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
1101
$321 ﹤0.01%
4
1102
$320 ﹤0.01%
7
1103
$319 ﹤0.01%
10
-25
1104
$319 ﹤0.01%
15
1105
$318 ﹤0.01%
+128
1106
$318 ﹤0.01%
3
1107
$316 ﹤0.01%
28
1108
$316 ﹤0.01%
6
1109
$316 ﹤0.01%
11
1110
$316 ﹤0.01%
5
1111
$315 ﹤0.01%
12
1112
$315 ﹤0.01%
19
1113
$312 ﹤0.01%
5
1114
$312 ﹤0.01%
+11
1115
$312 ﹤0.01%
18
1116
$311 ﹤0.01%
9
1117
$311 ﹤0.01%
3
1118
$311 ﹤0.01%
12
1119
$311 ﹤0.01%
14
1120
$310 ﹤0.01%
8
1121
$309 ﹤0.01%
5
1122
$308 ﹤0.01%
4
1123
$308 ﹤0.01%
11
1124
$305 ﹤0.01%
20
1125
$305 ﹤0.01%
16
43 44
45
46 47