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
276
$18.7K 0.01%
+167
277
$18.6K 0.01%
153
+101
278
$18.4K 0.01%
118
279
$18.3K 0.01%
132
+100
280
$18.3K 0.01%
61
+17
281
$18.1K 0.01%
127
+16
282
$18.1K 0.01%
1,427
283
$17.9K 0.01%
+383
284
$17.7K 0.01%
120
285
$17.6K 0.01%
73
286
$17.5K 0.01%
387
-28
287
$17.3K 0.01%
332
288
$17.2K 0.01%
202
+24
289
$17.2K 0.01%
350
290
$17.2K 0.01%
+810
291
$17.2K 0.01%
68
292
$17.1K 0.01%
80
293
$17K 0.01%
524
294
$16.9K 0.01%
167
295
$16.9K 0.01%
70
+54
296
$16.8K 0.01%
115
+104
297
$16.5K 0.01%
28
298
$16.3K 0.01%
124
+113
299
$16.2K 0.01%
70
+4
300
$16.2K 0.01%
110
+44
10 11
12
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