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
1126
$305 ﹤0.01%
+7
1127
$304 ﹤0.01%
+20
1128
$303 ﹤0.01%
12
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$302 ﹤0.01%
19
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$302 ﹤0.01%
19
1131
$302 ﹤0.01%
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1132
$301 ﹤0.01%
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$300 ﹤0.01%
+10
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$299 ﹤0.01%
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$299 ﹤0.01%
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1137
$298 ﹤0.01%
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1138
$297 ﹤0.01%
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$297 ﹤0.01%
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$297 ﹤0.01%
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1141
$296 ﹤0.01%
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1142
$295 ﹤0.01%
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1143
$295 ﹤0.01%
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1144
$293 ﹤0.01%
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$292 ﹤0.01%
10
1146
$292 ﹤0.01%
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1147
$292 ﹤0.01%
+12
1148
$291 ﹤0.01%
6
1149
$291 ﹤0.01%
3
1150
$291 ﹤0.01%
29
44 45
46
47 48