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
301
$16.2K 0.01%
101
+24
302
$16.2K 0.01%
240
+2
303
$16.1K 0.01%
31
+5
304
$16.1K 0.01%
+296
305
$16K 0.01%
263
306
$16K 0.01%
66
-5
307
$15.8K 0.01%
119
+2
308
$15.7K 0.01%
57
+2
309
$15.6K 0.01%
304
+53
310
$15.5K 0.01%
266
+2
311
$15.5K 0.01%
268
-22
312
$15.3K 0.01%
309
313
$15.3K 0.01%
33
+1
314
$15.2K 0.01%
515
315
$15.2K 0.01%
110
+12
316
$15.1K 0.01%
192
+13
317
$15K 0.01%
494
+19
318
$14.9K 0.01%
167
-24
319
$14.7K 0.01%
65
-13
320
$14.7K 0.01%
338
321
$14.6K 0.01%
157
+3
322
$14.3K 0.01%
225
+15
323
$14.1K 0.01%
130
324
$13.8K 0.01%
89
-2
325
$13.6K 0.01%
60
+7
11 12
13
14 15