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
376
$9.58K ﹤0.01%
106
377
$9.5K ﹤0.01%
59
+5
378
$9.49K ﹤0.01%
165
379
$9.37K ﹤0.01%
144
380
$9.36K ﹤0.01%
+99
381
$9.26K ﹤0.01%
41
+1
382
$9.26K ﹤0.01%
72
+1
383
$9.23K ﹤0.01%
58
-9
384
$9.17K ﹤0.01%
200
385
$9.14K ﹤0.01%
11
386
$9.09K ﹤0.01%
96
+5
387
$9.03K ﹤0.01%
126
+50
388
$9.02K ﹤0.01%
133
389
$9.01K ﹤0.01%
69
+3
390
$9.01K ﹤0.01%
79
391
$8.96K ﹤0.01%
150
392
$8.95K ﹤0.01%
143
+18
393
$8.88K ﹤0.01%
65
-23
394
$8.83K ﹤0.01%
520
-79
395
$8.77K ﹤0.01%
115
-14
396
$8.76K ﹤0.01%
70
397
$8.72K ﹤0.01%
9
+1
398
$8.71K ﹤0.01%
24
+9
399
$8.64K ﹤0.01%
248
-19
400
$8.6K ﹤0.01%
38
-3
14 15
16
17 18