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
201
$27.9K 0.01%
223
202
$27.5K 0.01%
643
203
$26.6K 0.01%
368
+4
204
$26.1K 0.01%
198
+19
205
$25.9K 0.01%
176
206
$25.7K 0.01%
137
207
$25.4K 0.01%
123
+4
208
$25.3K 0.01%
617
209
$25.2K 0.01%
121
+8
210
$24.9K 0.01%
143
-9
211
$24.8K 0.01%
58
+3
212
$24.8K 0.01%
100
-2
213
$24.7K 0.01%
61
+4
214
$24K 0.01%
190
+111
215
$24K 0.01%
419
-17
216
$23.8K 0.01%
657
-99
217
$23.7K 0.01%
201
-1
218
$23.5K 0.01%
119
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219
$23.4K 0.01%
176
+25
220
$23.2K 0.01%
178
-4
221
$22.9K 0.01%
145
222
$22.9K 0.01%
335
+67
223
$22.8K 0.01%
73
-10
224
$22.7K 0.01%
64
+3
225
$22.7K 0.01%
65
-30
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9
10 11