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
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$18.7M
3
+$16.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.47M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 4.78%
2 Technology 3.82%
3 Financials 1.35%
4 Energy 1%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.2M 15.11%
+168,622
2
$18.7M 14.7%
+163,400
3
$16.1M 12.68%
+851,298
4
$15.4M 12.08%
+301,187
5
$9.47M 7.44%
+158,225
6
$6.61M 5.19%
+13,850
7
$4.87M 3.82%
+21,530
8
$4.74M 3.72%
+95,746
9
$4.57M 3.59%
+12,987
10
$3.4M 2.67%
+15,399
11
$3.4M 2.67%
+19,139
12
$1.72M 1.35%
+3,951
13
$1.32M 1.04%
+51,720
14
$1.28M 1.01%
+17,165
15
$1.27M 1%
+21,666
16
$1.21M 0.95%
+7,245
17
$1.19M 0.94%
+3,550
18
$1.1M 0.87%
+2,776
19
$831K 0.65%
+14,239
20
$826K 0.65%
+42,480
21
$784K 0.62%
+1,650
22
$745K 0.59%
+16,743
23
$603K 0.47%
+5,198
24
$442K 0.35%
+1,378
25
$393K 0.31%
+6,935
1
2 3 4 5