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
276
$9.93K 0.01%
+262
277
$9.88K 0.01%
99
+15
278
$9.62K 0.01%
+426
279
$9.55K 0.01%
+105
280
$9.39K 0.01%
+70
281
$9.35K 0.01%
+45
282
$9.31K 0.01%
+108
283
$9.3K 0.01%
+141
284
$9.16K ﹤0.01%
+33
285
$8.79K ﹤0.01%
+42
286
$8.77K ﹤0.01%
+175
287
$8.66K ﹤0.01%
+150
288
$8.57K ﹤0.01%
+4
289
$8.4K ﹤0.01%
+200
290
$8.38K ﹤0.01%
+37
291
$8.38K ﹤0.01%
+102
292
$8.18K ﹤0.01%
+192
293
$8.17K ﹤0.01%
+125
294
$8.17K ﹤0.01%
+200
295
$8.16K ﹤0.01%
+78
296
$8.15K ﹤0.01%
+45
297
$8.14K ﹤0.01%
+388
298
$8.12K ﹤0.01%
+88
299
$8.04K ﹤0.01%
+98
300
$8.04K ﹤0.01%
+234
10 11
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