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
326
$6.04K ﹤0.01%
65
+23
327
$5.94K ﹤0.01%
110
328
$5.93K ﹤0.01%
23
-41
329
$5.91K ﹤0.01%
9
-10
330
$5.77K ﹤0.01%
62
-26
331
$5.75K ﹤0.01%
18
-5
332
$5.54K ﹤0.01%
32
+15
333
$5.54K ﹤0.01%
35
-68
334
$5.5K ﹤0.01%
81
-59
335
$5.48K ﹤0.01%
150
336
$5.47K ﹤0.01%
43
-18
337
$5.38K ﹤0.01%
160
+62
338
$5.38K ﹤0.01%
106
+16
339
$5.38K ﹤0.01%
67
+14
340
$5.3K ﹤0.01%
31
+12
341
$5.25K ﹤0.01%
67
+47
342
$5.25K ﹤0.01%
14
+4
343
$5.21K ﹤0.01%
270
+2
344
$5.2K ﹤0.01%
158
+55
345
$5.16K ﹤0.01%
38
+8
346
$5.14K ﹤0.01%
54
-54
347
$5.13K ﹤0.01%
500
-19
348
$5.11K ﹤0.01%
118
-17
349
$5.11K ﹤0.01%
226
350
$5.1K ﹤0.01%
49
-115
12 13
14
15 16