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
426
$3K ﹤0.01%
+150
427
$2.99K ﹤0.01%
+19
428
$2.96K ﹤0.01%
+7
429
$2.95K ﹤0.01%
+10
430
$2.95K ﹤0.01%
+103
431
$2.94K ﹤0.01%
+34
432
$2.92K ﹤0.01%
+43
433
$2.91K ﹤0.01%
+17
434
$2.91K ﹤0.01%
+25
435
$2.9K ﹤0.01%
+31
436
$2.88K ﹤0.01%
+470
437
$2.86K ﹤0.01%
+116
438
$2.84K ﹤0.01%
+13
439
$2.83K ﹤0.01%
+42
440
$2.81K ﹤0.01%
+25
441
$2.81K ﹤0.01%
+53
442
$2.81K ﹤0.01%
+78
443
$2.78K ﹤0.01%
+17
444
$2.77K ﹤0.01%
+15
445
$2.69K ﹤0.01%
+40
446
$2.69K ﹤0.01%
+241
447
$2.62K ﹤0.01%
+37
448
$2.62K ﹤0.01%
+34
449
$2.57K ﹤0.01%
+25
450
$2.53K ﹤0.01%
+211
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