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
276
$8.88K ﹤0.01%
54
-49
277
$8.81K ﹤0.01%
757
+247
278
$8.81K ﹤0.01%
100
279
$8.69K ﹤0.01%
438
+50
280
$8.66K ﹤0.01%
30
+15
281
$8.64K ﹤0.01%
141
+28
282
$8.59K ﹤0.01%
26
+10
283
$8.45K ﹤0.01%
51
-43
284
$8.45K ﹤0.01%
65
+2
285
$8.32K ﹤0.01%
164
+65
286
$8.22K ﹤0.01%
173
287
$8.18K ﹤0.01%
153
+55
288
$8.08K ﹤0.01%
33
+7
289
$8.03K ﹤0.01%
172
+24
290
$7.88K ﹤0.01%
150
291
$7.83K ﹤0.01%
296
+1
292
$7.81K ﹤0.01%
294
+1
293
$7.64K ﹤0.01%
262
+124
294
$7.63K ﹤0.01%
30
+15
295
$7.54K ﹤0.01%
65
+43
296
$7.54K ﹤0.01%
163
-20
297
$7.51K ﹤0.01%
34
298
$7.42K ﹤0.01%
94
+57
299
$7.4K ﹤0.01%
244
300
$7.4K ﹤0.01%
47
10 11
12
13 14