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
401
$3.75K ﹤0.01%
+14
402
$3.74K ﹤0.01%
+74
403
$3.73K ﹤0.01%
+47
404
$3.66K ﹤0.01%
+105
405
$3.63K ﹤0.01%
+75
406
$3.54K ﹤0.01%
+32
407
$3.53K ﹤0.01%
+39
408
$3.52K ﹤0.01%
+98
409
$3.5K ﹤0.01%
45
410
$3.49K ﹤0.01%
+30
411
$3.49K ﹤0.01%
+138
412
$3.47K ﹤0.01%
+77
413
$3.46K ﹤0.01%
+16
414
$3.43K ﹤0.01%
75
+30
415
$3.41K ﹤0.01%
+42
416
$3.4K ﹤0.01%
+10
417
$3.39K ﹤0.01%
+42
418
$3.38K ﹤0.01%
+22
419
$3.38K ﹤0.01%
+30
420
$3.36K ﹤0.01%
+53
421
$3.34K ﹤0.01%
+15
422
$3.15K ﹤0.01%
+98
423
$3.14K ﹤0.01%
+52
424
$3.08K ﹤0.01%
+37
425
$3.04K ﹤0.01%
+114
15 16
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