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
401
$3.8K ﹤0.01%
62
-399
402
$3.78K ﹤0.01%
10
-9
403
$3.77K ﹤0.01%
19
+13
404
$3.75K ﹤0.01%
45
+35
405
$3.75K ﹤0.01%
12
+5
406
$3.72K ﹤0.01%
49
+27
407
$3.71K ﹤0.01%
213
-36
408
$3.71K ﹤0.01%
175
-95
409
$3.7K ﹤0.01%
13
+5
410
$3.7K ﹤0.01%
29
+9
411
$3.67K ﹤0.01%
150
412
$3.67K ﹤0.01%
113
+76
413
$3.66K ﹤0.01%
64
+39
414
$3.65K ﹤0.01%
16
415
$3.65K ﹤0.01%
22
+8
416
$3.64K ﹤0.01%
19
+10
417
$3.63K ﹤0.01%
43
418
$3.62K ﹤0.01%
32
-64
419
$3.62K ﹤0.01%
32
+8
420
$3.54K ﹤0.01%
75
+20
421
$3.52K ﹤0.01%
+56
422
$3.5K ﹤0.01%
+32
423
$3.46K ﹤0.01%
88
-28
424
$3.46K ﹤0.01%
8
+2
425
$3.46K ﹤0.01%
429
+335
15 16
17
18 19