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
376
$4.33K ﹤0.01%
84
377
$4.31K ﹤0.01%
30
-1
378
$4.3K ﹤0.01%
50
+2
379
$4.29K ﹤0.01%
+74
380
$4.28K ﹤0.01%
59
-59
381
$4.26K ﹤0.01%
540
382
$4.22K ﹤0.01%
109
383
$4.2K ﹤0.01%
66
+44
384
$4.2K ﹤0.01%
232
+146
385
$4.18K ﹤0.01%
66
+13
386
$4.16K ﹤0.01%
54
-56
387
$4.13K ﹤0.01%
22
388
$4.09K ﹤0.01%
99
+58
389
$4.04K ﹤0.01%
48
+14
390
$4K ﹤0.01%
31
+18
391
$3.96K ﹤0.01%
54
392
$3.95K ﹤0.01%
41
+9
393
$3.92K ﹤0.01%
86
+40
394
$3.89K ﹤0.01%
16
+10
395
$3.88K ﹤0.01%
61
+34
396
$3.87K ﹤0.01%
59
+17
397
$3.86K ﹤0.01%
+179
398
$3.85K ﹤0.01%
30
+13
399
$3.82K ﹤0.01%
45
400
$3.81K ﹤0.01%
51
14 15
16
17 18