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
451
$2.53K ﹤0.01%
+17
452
$2.52K ﹤0.01%
+53
453
$2.5K ﹤0.01%
+9
454
$2.44K ﹤0.01%
66
+15
455
$2.42K ﹤0.01%
39
456
$2.41K ﹤0.01%
+8
457
$2.35K ﹤0.01%
+32
458
$2.35K ﹤0.01%
+42
459
$2.33K ﹤0.01%
+24
460
$2.32K ﹤0.01%
+16
461
$2.31K ﹤0.01%
+55
462
$2.25K ﹤0.01%
+21
463
$2.24K ﹤0.01%
+12
464
$2.21K ﹤0.01%
+14
465
$2.19K ﹤0.01%
+9
466
$2.18K ﹤0.01%
+34
467
$2.17K ﹤0.01%
+18
468
$2.16K ﹤0.01%
+6
469
$2.13K ﹤0.01%
+56
470
$2.13K ﹤0.01%
+16
471
$2.13K ﹤0.01%
+33
472
$2.12K ﹤0.01%
+28
473
$2.11K ﹤0.01%
+63
474
$2.1K ﹤0.01%
+48
475
$2.1K ﹤0.01%
+26
17 18
19
20 21