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
$249M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,418
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$4.24M
3
+$3.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.93M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.65M

Top Sells

1
+$21.3M
2
+$8.19M
3
+$1.75M
4
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$1.46M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$993K

Sector Composition

1 Technology 5.43%
2 Consumer Discretionary 3.13%
3 Financials 1.67%
4 Energy 1.03%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24.3K 0.01%
55
-9
227
$24.3K 0.01%
176
228
$24.2K 0.01%
303
+101
229
$22.8K 0.01%
57
-3
230
$22.4K 0.01%
145
-20
231
$22.4K 0.01%
284
+58
232
$22.4K 0.01%
230
+121
233
$22.3K 0.01%
363
+329
234
$22.2K 0.01%
81
+45
235
$22.2K 0.01%
2,045
236
$21.8K 0.01%
179
-4
237
$21.8K 0.01%
261
+1
238
$21.8K 0.01%
113
+67
239
$21.6K 0.01%
+850
240
$21.5K 0.01%
137
241
$21.5K 0.01%
151
-1
242
$21.4K 0.01%
364
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243
$21.3K 0.01%
980
244
$21.3K 0.01%
107
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245
$21.2K 0.01%
53
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246
$21.1K 0.01%
89
+1
247
$21.1K 0.01%
327
248
$20.7K 0.01%
46
-5
249
$20.6K 0.01%
456
250
$20.6K 0.01%
394
+15
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10
11 12