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
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$18.7M
3
+$16.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.47M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 4.78%
2 Technology 3.82%
3 Financials 1.35%
4 Energy 1%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.88K ﹤0.01%
+58
102
$2.72K ﹤0.01%
+53
103
$1.39K ﹤0.01%
+57
104
$423 ﹤0.01%
+20
105
$115 ﹤0.01%
+1
106
$85 ﹤0.01%
+5
107
– –
0
1 2 3 4
5