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
426
$7.3K ﹤0.01%
36
+4
427
$7.23K ﹤0.01%
52
-3
428
$7.21K ﹤0.01%
69
429
$7.21K ﹤0.01%
56
-7
430
$7.2K ﹤0.01%
123
-22
431
$7.13K ﹤0.01%
69
432
$7.08K ﹤0.01%
29
-4
433
$7.07K ﹤0.01%
212
-37
434
$7.06K ﹤0.01%
+302
435
$7.01K ﹤0.01%
33
+12
436
$6.96K ﹤0.01%
218
+45
437
$6.92K ﹤0.01%
77
438
$6.88K ﹤0.01%
390
+130
439
$6.84K ﹤0.01%
80
440
$6.79K ﹤0.01%
88
-99
441
$6.79K ﹤0.01%
12
442
$6.76K ﹤0.01%
41
-6
443
$6.74K ﹤0.01%
182
+68
444
$6.73K ﹤0.01%
31
-12
445
$6.73K ﹤0.01%
109
446
$6.72K ﹤0.01%
2,126
+26
447
$6.69K ﹤0.01%
31
-4
448
$6.67K ﹤0.01%
116
+55
449
$6.63K ﹤0.01%
64
+2
450
$6.6K ﹤0.01%
69
+12
16 17
18
19 20