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
1226
$219 ﹤0.01%
3
1227
$216 ﹤0.01%
8
1228
$216 ﹤0.01%
11
1229
$214 ﹤0.01%
11
1230
$214 ﹤0.01%
44
1231
$209 ﹤0.01%
13
1232
$208 ﹤0.01%
2
1233
$208 ﹤0.01%
18
1234
$206 ﹤0.01%
3
1235
$206 ﹤0.01%
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1236
$205 ﹤0.01%
7
-12
1237
$200 ﹤0.01%
26
+10
1238
$200 ﹤0.01%
3
1239
$197 ﹤0.01%
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1240
$196 ﹤0.01%
44
1241
$192 ﹤0.01%
1
1242
$191 ﹤0.01%
+6
1243
$189 ﹤0.01%
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1244
$187 ﹤0.01%
2
1245
$184 ﹤0.01%
16
1246
$184 ﹤0.01%
1
1247
$182 ﹤0.01%
+16
1248
$174 ﹤0.01%
+26
1249
$171 ﹤0.01%
15
1250
$169 ﹤0.01%
9
48 49
50
51 52