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
1276
$73 ﹤0.01%
+1
1277
$69 ﹤0.01%
+3
1278
$59 ﹤0.01%
22
1279
$57 ﹤0.01%
3
-47
1280
$54 ﹤0.01%
1
1281
$52 ﹤0.01%
2
1282
$50 ﹤0.01%
1
-19
1283
$48 ﹤0.01%
1
1284
$48 ﹤0.01%
1
1285
$44 ﹤0.01%
1
-1
1286
$40 ﹤0.01%
1
1287
$36 ﹤0.01%
27
1288
$34 ﹤0.01%
1
1289
$31 ﹤0.01%
15
1290
$23 ﹤0.01%
1
-89
1291
– –
0
1292
– –
-18
1293
– –
-1
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-12
1295
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-75
1296
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1297
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1298
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1299
– –
-1
1300
– –
-33
50 51
52
53 54