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
$185M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.05M
3
+$2.18M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.69M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.56M

Top Sells

1
+$7.88M
2
+$1.66M
3
+$1.01M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$560K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$335K

Sector Composition

1 Technology 3.27%
2 Consumer Discretionary 3.22%
3 Financials 1.22%
4 Energy 0.99%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K 0.01%
+151
252
$12.9K 0.01%
+226
253
$12.8K 0.01%
533
+166
254
$12.6K 0.01%
+40
255
$12.6K 0.01%
+55
256
$12.6K 0.01%
+494
257
$12.1K 0.01%
+44
258
$12.1K 0.01%
+456
259
$11.5K 0.01%
+260
260
$11.2K 0.01%
+23
261
$11K 0.01%
+161
262
$11K 0.01%
+16
263
$11K 0.01%
+130
264
$10.8K 0.01%
+19
265
$10.8K 0.01%
+175
266
$10.7K 0.01%
+44
267
$10.6K 0.01%
+132
268
$10.6K 0.01%
+140
269
$10.5K 0.01%
+369
270
$10.4K 0.01%
+144
271
$10.4K 0.01%
+50
272
$10.3K 0.01%
+173
273
$10.3K 0.01%
540
274
$10.1K 0.01%
+360
275
$10.1K 0.01%
+89
9 10
11
12 13