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
301
$8K ﹤0.01%
+100
302
$7.96K ﹤0.01%
+66
303
$7.96K ﹤0.01%
+55
304
$7.92K ﹤0.01%
+34
305
$7.82K ﹤0.01%
+329
306
$7.81K ﹤0.01%
+113
307
$7.73K ﹤0.01%
+96
308
$7.72K ﹤0.01%
+86
309
$7.68K ﹤0.01%
+295
310
$7.6K ﹤0.01%
+293
311
$7.59K ﹤0.01%
+97
312
$7.55K ﹤0.01%
+28
313
$7.5K ﹤0.01%
+34
314
$7.46K ﹤0.01%
+103
315
$7.43K ﹤0.01%
+110
316
$7.41K ﹤0.01%
388
+368
317
$7.35K ﹤0.01%
+350
318
$7.24K ﹤0.01%
+41
319
$7.18K ﹤0.01%
+118
320
$7.09K ﹤0.01%
+183
321
$7.06K ﹤0.01%
150
322
$7.03K ﹤0.01%
+150
323
$7.03K ﹤0.01%
+23
324
$7K ﹤0.01%
+63
325
$6.89K ﹤0.01%
+244
11 12
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