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
426
$3.44K ﹤0.01%
41
+25
427
$3.37K ﹤0.01%
211
428
$3.36K ﹤0.01%
18
+6
429
$3.28K ﹤0.01%
68
+20
430
$3.27K ﹤0.01%
80
+17
431
$3.26K ﹤0.01%
7
432
$3.25K ﹤0.01%
24
+9
433
$3.25K ﹤0.01%
+50
434
$3.24K ﹤0.01%
28
+3
435
$3.22K ﹤0.01%
25
436
$3.21K ﹤0.01%
23
+8
437
$3.21K ﹤0.01%
17
438
$3.19K ﹤0.01%
5
-5
439
$3.18K ﹤0.01%
15
-70
440
$3.18K ﹤0.01%
13
+7
441
$3.18K ﹤0.01%
51
+34
442
$3.17K ﹤0.01%
126
+92
443
$3.15K ﹤0.01%
30
+16
444
$3.14K ﹤0.01%
60
+51
445
$3.12K ﹤0.01%
15
-30
446
$3.12K ﹤0.01%
15
+2
447
$3.1K ﹤0.01%
12
+6
448
$3.1K ﹤0.01%
+28
449
$3.04K ﹤0.01%
9
+7
450
$3.04K ﹤0.01%
81
+43
16 17
18
19 20