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
326
$6.88K ﹤0.01%
+522
327
$6.83K ﹤0.01%
+46
328
$6.83K ﹤0.01%
+519
329
$6.66K ﹤0.01%
284
330
$6.54K ﹤0.01%
+61
331
$6.45K ﹤0.01%
+2,002
332
$6.4K ﹤0.01%
+97
333
$6.38K ﹤0.01%
+150
334
$6.35K ﹤0.01%
+131
335
$6.28K ﹤0.01%
+47
336
$6.24K ﹤0.01%
+228
337
$6.2K ﹤0.01%
61
+19
338
$6.16K ﹤0.01%
+34
339
$6.14K ﹤0.01%
+152
340
$6K ﹤0.01%
+97
341
$5.91K ﹤0.01%
+142
342
$5.89K ﹤0.01%
+176
343
$5.88K ﹤0.01%
+74
344
$5.8K ﹤0.01%
+27
345
$5.79K ﹤0.01%
272
346
$5.76K ﹤0.01%
+19
347
$5.74K ﹤0.01%
+28
348
$5.72K ﹤0.01%
+208
349
$5.72K ﹤0.01%
+510
350
$5.68K ﹤0.01%
+113
12 13
14
15 16