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
451
$6.57K ﹤0.01%
122
+13
452
$6.53K ﹤0.01%
55
+8
453
$6.51K ﹤0.01%
55
+1
454
$6.39K ﹤0.01%
86
+15
455
$6.32K ﹤0.01%
+274
456
$6.31K ﹤0.01%
11
-2
457
$6.3K ﹤0.01%
75
-4
458
$6.29K ﹤0.01%
23
-2
459
$6.26K ﹤0.01%
80
460
$6.17K ﹤0.01%
103
-20
461
$6.15K ﹤0.01%
118
+32
462
$6.06K ﹤0.01%
8
+2
463
$6.03K ﹤0.01%
52
+5
464
$6.01K ﹤0.01%
230
+3
465
$5.99K ﹤0.01%
+47
466
$5.99K ﹤0.01%
526
+161
467
$5.97K ﹤0.01%
30
468
$5.92K ﹤0.01%
25
-1
469
$5.88K ﹤0.01%
110
470
$5.76K ﹤0.01%
50
-3
471
$5.75K ﹤0.01%
108
-33
472
$5.73K ﹤0.01%
160
+42
473
$5.67K ﹤0.01%
39
-3
474
$5.65K ﹤0.01%
19
+9
475
$5.58K ﹤0.01%
105
17 18
19
20 21