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
376
$4.57K ﹤0.01%
+35
377
$4.55K ﹤0.01%
+250
378
$4.45K ﹤0.01%
+124
379
$4.34K ﹤0.01%
+15
380
$4.22K ﹤0.01%
+226
381
$4.21K ﹤0.01%
+51
382
$4.2K ﹤0.01%
+109
383
$4.19K ﹤0.01%
+67
384
$4.17K ﹤0.01%
+150
385
$4.17K ﹤0.01%
41
386
$4.12K ﹤0.01%
+142
387
$4.11K ﹤0.01%
+45
388
$4.1K ﹤0.01%
+54
389
$4.1K ﹤0.01%
+95
390
$4.01K ﹤0.01%
+57
391
$3.99K ﹤0.01%
+249
392
$3.94K ﹤0.01%
+48
393
$3.93K ﹤0.01%
+97
394
$3.91K ﹤0.01%
+90
395
$3.9K ﹤0.01%
+36
396
$3.89K ﹤0.01%
+32
397
$3.89K ﹤0.01%
+18
398
$3.84K ﹤0.01%
+84
399
$3.81K ﹤0.01%
+75
400
$3.78K ﹤0.01%
+8
14 15
16
17 18