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
351
$11.1K ﹤0.01%
320
-24
352
$11.1K ﹤0.01%
20
353
$11.1K ﹤0.01%
459
-86
354
$11K ﹤0.01%
222
-18
355
$11K ﹤0.01%
45
+1
356
$11K ﹤0.01%
292
357
$10.9K ﹤0.01%
210
-8
358
$10.7K ﹤0.01%
60
-97
359
$10.7K ﹤0.01%
110
-4
360
$10.7K ﹤0.01%
321
361
$10.6K ﹤0.01%
34
+11
362
$10.6K ﹤0.01%
230
363
$10.6K ﹤0.01%
108
+68
364
$10.5K ﹤0.01%
36
-3
365
$10.4K ﹤0.01%
306
+2
366
$10.3K ﹤0.01%
138
-16
367
$10.3K ﹤0.01%
210
+14
368
$10.2K ﹤0.01%
45
+2
369
$10.1K ﹤0.01%
72
-14
370
$9.96K ﹤0.01%
73
-76
371
$9.82K ﹤0.01%
115
+31
372
$9.78K ﹤0.01%
367
373
$9.78K ﹤0.01%
71
-413
374
$9.71K ﹤0.01%
201
+1
375
$9.68K ﹤0.01%
12
13 14
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16 17