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
126
$62K 0.02%
961
127
$61.4K 0.02%
288
-51
128
$60.9K 0.02%
312
+1
129
$60.9K 0.02%
302
-6
130
$60.9K 0.02%
759
131
$60.3K 0.02%
165
+13
132
$59.6K 0.02%
2,751
133
$58.9K 0.02%
306
134
$58.4K 0.02%
639
-55
135
$58.1K 0.02%
572
136
$58K 0.02%
16
137
$57.5K 0.02%
908
138
$57.5K 0.02%
88
-10
139
$57.2K 0.02%
1,192
+11
140
$55.5K 0.02%
+304
141
$55.4K 0.02%
468
142
$54.9K 0.02%
417
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143
$53.6K 0.02%
982
144
$53.3K 0.02%
404
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145
$53.2K 0.02%
1,266
+13
146
$52.3K 0.02%
1,007
+6
147
$51.4K 0.02%
1,233
148
$51.2K 0.02%
600
149
$50.6K 0.02%
564
+37
150
$50.4K 0.02%
371
-18
4 5
6
7 8