AWM
Abound Wealth Management Portfolio holdings
AUM
$354M
This Quarter Return
-5.1%
1 Year Return
+13.75%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+8.9%)
Cap. Flow
+$26.3M
Cap. Flow
% of AUM
18.94%
Top 10 Holdings %
Top 10 Hldgs %
77.21%
Holding
123
New
17
Increased
48
Reduced
22
Closed
12
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.01M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.23M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.48M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$1.43M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$1.41M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$297K |
| 2 |
Shopify
SHOP
|
$269K |
| 3 |
Apple
AAPL
|
$216K |
| 4 |
Airbnb
ABNB
|
$134K |
| 5 |
Vanguard Total Bond Market
BND
|
$65.1K |
Sector Composition
| 1 | Consumer Discretionary | 4.38% |
| 2 | Technology | 3.28% |
| 3 | Energy | 1.26% |
| 4 | Financials | 1.21% |
| 5 | Communication Services | 0.37% |
