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
451
$3.03K ﹤0.01%
18
+2
452
$3.01K ﹤0.01%
30
+12
453
$3.01K ﹤0.01%
34
+20
454
$3K ﹤0.01%
94
-48
455
$2.99K ﹤0.01%
28
+13
456
$2.96K ﹤0.01%
+230
457
$2.96K ﹤0.01%
16
+10
458
$2.95K ﹤0.01%
27
+11
459
$2.94K ﹤0.01%
16
+13
460
$2.93K ﹤0.01%
60
+32
461
$2.93K ﹤0.01%
53
462
$2.92K ﹤0.01%
96
+44
463
$2.92K ﹤0.01%
+64
464
$2.92K ﹤0.01%
11
+2
465
$2.91K ﹤0.01%
21
+18
466
$2.9K ﹤0.01%
70
+27
467
$2.9K ﹤0.01%
12
+6
468
$2.89K ﹤0.01%
18
+1
469
$2.89K ﹤0.01%
2
+1
470
$2.88K ﹤0.01%
45
+8
471
$2.88K ﹤0.01%
+32
472
$2.87K ﹤0.01%
105
473
$2.86K ﹤0.01%
16
+8
474
$2.86K ﹤0.01%
7
+3
475
$2.84K ﹤0.01%
20
+8
17 18
19
20 21