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
$204M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.8M
3
+$1.59M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.2M

Top Sells

1
+$1.49M
2
+$954K
3
+$703K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$564K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$256K

Sector Composition

1 Technology 2.85%
2 Consumer Discretionary 1.72%
3 Financials 1.32%
4 Energy 1.09%
5 Healthcare 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.3K 0.01%
280
227
$13K 0.01%
191
-120
228
$12.8K 0.01%
137
-81
229
$12.7K 0.01%
55
230
$12.6K 0.01%
120
231
$12.5K 0.01%
97
232
$12.5K 0.01%
93
-19
233
$12.4K 0.01%
261
+1
234
$12.4K 0.01%
70
-32
235
$12.3K 0.01%
112
+23
236
$12.3K 0.01%
130
237
$12.3K 0.01%
499
+5
238
$12.2K 0.01%
250
239
$12.1K 0.01%
179
240
$11.9K 0.01%
139
+42
241
$11.9K 0.01%
48
+4
242
$11.9K 0.01%
68
-54
243
$11.8K 0.01%
188
+13
244
$11.8K 0.01%
379
-133
245
$11.5K 0.01%
426
246
$11.4K 0.01%
34
-39
247
$11.3K 0.01%
33
-28
248
$11.3K 0.01%
77
+31
249
$11.2K 0.01%
144
-27
250
$11K 0.01%
369
8 9
10
11 12