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
326
$13.6K 0.01%
66
+33
327
$13.4K 0.01%
53
328
$13.2K 0.01%
369
329
$13.2K 0.01%
281
+61
330
$13.1K 0.01%
34
+3
331
$13.1K 0.01%
108
-12
332
$12.9K 0.01%
61
+5
333
$12.8K 0.01%
+25
334
$12.7K 0.01%
+75
335
$12.6K 0.01%
141
336
$12.5K 0.01%
23
+6
337
$12.3K ﹤0.01%
62
+10
338
$12.3K ﹤0.01%
572
+122
339
$12.3K ﹤0.01%
220
+148
340
$12.3K ﹤0.01%
92
-8
341
$12.1K ﹤0.01%
279
+1
342
$12.1K ﹤0.01%
80
-8
343
$12K ﹤0.01%
209
-43
344
$12K ﹤0.01%
26
+3
345
$11.8K ﹤0.01%
971
-33
346
$11.7K ﹤0.01%
89
347
$11.6K ﹤0.01%
43
348
$11.5K ﹤0.01%
271
-165
349
$11.2K ﹤0.01%
234
350
$11.1K ﹤0.01%
73
-17
12 13
14
15 16