AWM

Abound Wealth Management Portfolio holdings

AUM $399M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
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
1201
$252 ﹤0.01%
14
1202
$251 ﹤0.01%
+4
1203
$246 ﹤0.01%
13
-9
1204
$246 ﹤0.01%
7
1205
$245 ﹤0.01%
78
1206
$243 ﹤0.01%
7
1207
$240 ﹤0.01%
8
1208
$236 ﹤0.01%
2
1209
$235 ﹤0.01%
11
1210
$235 ﹤0.01%
8
1211
$234 ﹤0.01%
17
1212
$233 ﹤0.01%
2
-8
1213
$231 ﹤0.01%
11
1214
$231 ﹤0.01%
6
1215
$230 ﹤0.01%
+20
1216
$230 ﹤0.01%
14
1217
$228 ﹤0.01%
+16
1218
$226 ﹤0.01%
4
1219
$225 ﹤0.01%
+4
1220
$224 ﹤0.01%
13
1221
$223 ﹤0.01%
9
1222
$223 ﹤0.01%
8
1223
$222 ﹤0.01%
10
1224
$222 ﹤0.01%
19
1225
$221 ﹤0.01%
7
47 48
49
50 51