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 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
1
$32.8M 12.5%
296,856
+16,111
2
$29.4M 11.21%
570,316
+27,627
3
$28.9M 11.01%
295,029
+17,720
4
$25M 9.51%
497,599
-9,730
5
$18M 6.84%
34,148
+216
6
$16.2M 6.18%
784,272
-9,036
7
$11.7M 4.47%
24,396
+264
8
$11.7M 4.47%
51,290
-952
9
$10.1M 3.85%
38,869
-4
10
$7.33M 2.79%
98,707
+160
11
$6.7M 2.55%
160,394
+1,578
12
$5.82M 2.22%
33,961
-2,932
13
$3.7M 1.41%
42,784
-2,344
14
$3.48M 1.32%
14,498
-30
15
$2.94M 1.12%
16,698
-1,329
16
$2.52M 0.96%
31,466
+5,171
17
$2.36M 0.9%
5,613
+14
18
$2.12M 0.81%
4,046
+21
19
$1.66M 0.63%
67,242
+1,864
20
$1.64M 0.62%
12,360
+30
21
$1.55M 0.59%
8,599
-418
22
$1.54M 0.59%
13,387
+95
23
$1.53M 0.58%
14,245
-293
24
$1.5M 0.57%
+24,162
25
$1.45M 0.55%
3,261
-108