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
301
$7.36K ﹤0.01%
93
302
$7.28K ﹤0.01%
94
+66
303
$7.23K ﹤0.01%
2,025
+23
304
$7.21K ﹤0.01%
10
-6
305
$7.2K ﹤0.01%
51
+11
306
$7.04K ﹤0.01%
103
-6
307
$6.88K ﹤0.01%
67
+28
308
$6.75K ﹤0.01%
251
+62
309
$6.74K ﹤0.01%
45
+13
310
$6.69K ﹤0.01%
24
+15
311
$6.63K ﹤0.01%
214
+100
312
$6.59K ﹤0.01%
61
313
$6.51K ﹤0.01%
200
314
$6.5K ﹤0.01%
182
+58
315
$6.49K ﹤0.01%
21
-13
316
$6.47K ﹤0.01%
36
+11
317
$6.36K ﹤0.01%
272
318
$6.35K ﹤0.01%
200
+2
319
$6.31K ﹤0.01%
21
+7
320
$6.22K ﹤0.01%
37
+9
321
$6.2K ﹤0.01%
25
+7
322
$6.18K ﹤0.01%
208
323
$6.18K ﹤0.01%
26
-2
324
$6.11K ﹤0.01%
45
-79
325
$6.06K ﹤0.01%
58
+16
11 12
13
14 15