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
401
$8.58K ﹤0.01%
46
402
$8.56K ﹤0.01%
98
+9
403
$8.3K ﹤0.01%
90
404
$8.3K ﹤0.01%
67
+25
405
$8.3K ﹤0.01%
125
+9
406
$8.16K ﹤0.01%
21
+3
407
$8.15K ﹤0.01%
7
408
$8.09K ﹤0.01%
18
+4
409
$8.01K ﹤0.01%
432
-9
410
$7.99K ﹤0.01%
119
+12
411
$7.98K ﹤0.01%
222
-12
412
$7.98K ﹤0.01%
35
-3
413
$7.93K ﹤0.01%
105
414
$7.91K ﹤0.01%
85
-4
415
$7.9K ﹤0.01%
217
+16
416
$7.88K ﹤0.01%
181
-30
417
$7.83K ﹤0.01%
43
+2
418
$7.76K ﹤0.01%
54
-5
419
$7.76K ﹤0.01%
47
-4
420
$7.66K ﹤0.01%
56
+7
421
$7.63K ﹤0.01%
423
+123
422
$7.53K ﹤0.01%
200
423
$7.45K ﹤0.01%
94
424
$7.39K ﹤0.01%
273
-8
425
$7.39K ﹤0.01%
24
+4
15 16
17
18 19