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
351
$5.1K ﹤0.01%
102
-73
352
$5.08K ﹤0.01%
125
353
$5.07K ﹤0.01%
34
354
$5.07K ﹤0.01%
90
-60
355
$5.03K ﹤0.01%
132
-44
356
$4.97K ﹤0.01%
41
357
$4.97K ﹤0.01%
35
+22
358
$4.96K ﹤0.01%
17
+10
359
$4.93K ﹤0.01%
2
-2
360
$4.89K ﹤0.01%
49
+15
361
$4.86K ﹤0.01%
31
362
$4.85K ﹤0.01%
48
+17
363
$4.8K ﹤0.01%
38
+20
364
$4.75K ﹤0.01%
14
+8
365
$4.71K ﹤0.01%
41
+9
366
$4.64K ﹤0.01%
52
+10
367
$4.6K ﹤0.01%
49
+43
368
$4.58K ﹤0.01%
250
369
$4.5K ﹤0.01%
108
+42
370
$4.48K ﹤0.01%
95
371
$4.44K ﹤0.01%
95
+87
372
$4.43K ﹤0.01%
16
+9
373
$4.43K ﹤0.01%
101
+4
374
$4.4K ﹤0.01%
65
375
$4.34K ﹤0.01%
58
+1
13 14
15
16 17