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
$180M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$16.2M
3
+$12.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.22M

Top Sells

1
+$5.55M
2
+$587K
3
+$320K
4
AMD icon
Advanced Micro Devices
AMD
+$239K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$226K

Sector Composition

1 Consumer Discretionary 2.06%
2 Technology 1.98%
3 Energy 0.77%
4 Financials 0.75%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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-2,272
128
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-105
129
– –
-378
130
– –
-28
131
– –
0
132
– –
-195
133
– –
-4,389
2 3 4 5
6