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
151
$48.3K 0.02%
63
+1
152
$48K 0.02%
1,341
153
$47.4K 0.02%
404
-109
154
$46.7K 0.02%
183
+34
155
$45.5K 0.02%
88
+3
156
$45.5K 0.02%
236
+111
157
$45.2K 0.02%
1,165
+1
158
$45K 0.02%
54
+1
159
$44.9K 0.02%
460
+221
160
$44.7K 0.02%
125
+1
161
$43.8K 0.02%
354
162
$42.4K 0.02%
500
163
$42.3K 0.02%
220
+26
164
$42K 0.02%
626
+9
165
$41.9K 0.02%
131
+2
166
$41.9K 0.02%
544
+181
167
$41.8K 0.02%
444
-20
168
$41.5K 0.02%
153
+27
169
$41.1K 0.02%
88
+2
170
$39.2K 0.01%
94
+1
171
$39.1K 0.01%
238
-34
172
$38.3K 0.01%
66
+7
173
$38.1K 0.01%
596
-6
174
$37.8K 0.01%
86
+1
175
$37.6K 0.01%
165
+2
5 6
7
8 9