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
251
$10.9K 0.01%
97
+47
252
$10.9K 0.01%
456
253
$10.9K 0.01%
287
+59
254
$10.7K 0.01%
45
+8
255
$10.7K 0.01%
46
+12
256
$10.5K 0.01%
72
-506
257
$10.5K 0.01%
141
258
$10.1K ﹤0.01%
86
259
$10K ﹤0.01%
103
+5
260
$9.93K ﹤0.01%
45
-55
261
$9.86K ﹤0.01%
76
+46
262
$9.77K ﹤0.01%
97
+7
263
$9.75K ﹤0.01%
150
264
$9.73K ﹤0.01%
71
+5
265
$9.49K ﹤0.01%
119
+35
266
$9.47K ﹤0.01%
64
+26
267
$9.38K ﹤0.01%
67
-3
268
$9.33K ﹤0.01%
44
+17
269
$9.29K ﹤0.01%
17
+9
270
$9.21K ﹤0.01%
234
271
$9.13K ﹤0.01%
200
272
$9.11K ﹤0.01%
367
-166
273
$8.94K ﹤0.01%
198
+56
274
$8.94K ﹤0.01%
42
275
$8.92K ﹤0.01%
77
-22
9 10
11
12 13