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
176
$37.3K 0.01%
284
-412
177
$37K 0.01%
249
-58
178
$36.9K 0.01%
179
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179
$36.7K 0.01%
112
-2
180
$35.8K 0.01%
917
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181
$35.2K 0.01%
896
+2
182
$34.7K 0.01%
194
-741
183
$34.1K 0.01%
193
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184
$33.8K 0.01%
35
+3
185
$33.5K 0.01%
1,206
186
$33.2K 0.01%
118
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187
$32.7K 0.01%
202
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188
$32.7K 0.01%
338
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189
$32.7K 0.01%
569
190
$32.4K 0.01%
+113
191
$32.3K 0.01%
1,163
-29
192
$31.7K 0.01%
526
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193
$31.6K 0.01%
95
194
$30.2K 0.01%
1,908
+22
195
$29.7K 0.01%
65
-37
196
$28.9K 0.01%
2,045
197
$28.7K 0.01%
316
-42
198
$28.5K 0.01%
114
-28
199
$28.2K 0.01%
908
200
$28.2K 0.01%
67
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