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
1176
$266 ﹤0.01%
+8
1177
$266 ﹤0.01%
5
1178
$266 ﹤0.01%
1
-1
1179
$266 ﹤0.01%
9
+1
1180
$265 ﹤0.01%
8
1181
$264 ﹤0.01%
+6
1182
$264 ﹤0.01%
+56
1183
$264 ﹤0.01%
2
1184
$264 ﹤0.01%
7
1185
$263 ﹤0.01%
5
1186
$263 ﹤0.01%
19
1187
$263 ﹤0.01%
13
1188
$261 ﹤0.01%
7
-3
1189
$261 ﹤0.01%
21
1190
$261 ﹤0.01%
3
1191
$260 ﹤0.01%
85
1192
$260 ﹤0.01%
44
1193
$259 ﹤0.01%
+4
1194
$259 ﹤0.01%
3
1195
$258 ﹤0.01%
8
1196
$258 ﹤0.01%
20
1197
$257 ﹤0.01%
5
1198
$255 ﹤0.01%
7
1199
$255 ﹤0.01%
11
1200
$254 ﹤0.01%
5
46 47
48
49 50