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
351
$5.66K ﹤0.01%
110
352
$5.55K ﹤0.01%
+86
353
$5.54K ﹤0.01%
+198
354
$5.47K ﹤0.01%
+93
355
$5.3K ﹤0.01%
+31
356
$5.28K ﹤0.01%
+10
357
$5.28K ﹤0.01%
+16
358
$5.27K ﹤0.01%
+26
359
$5.23K ﹤0.01%
+74
360
$5.23K ﹤0.01%
+84
361
$5.14K ﹤0.01%
+40
362
$5.13K ﹤0.01%
+38
363
$5.11K ﹤0.01%
+31
364
$5.1K ﹤0.01%
+50
365
$5.07K ﹤0.01%
+135
366
$5.06K ﹤0.01%
+148
367
$5K ﹤0.01%
268
+2
368
$4.97K ﹤0.01%
+31
369
$4.96K ﹤0.01%
+270
370
$4.96K ﹤0.01%
+28
371
$4.96K ﹤0.01%
+99
372
$4.94K ﹤0.01%
+30
373
$4.78K ﹤0.01%
+65
374
$4.77K ﹤0.01%
+34
375
$4.71K ﹤0.01%
+189
13 14
15
16 17