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
$139M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.23M
3
+$1.48M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.43M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.41M

Top Sells

1
+$297K
2
+$269K
3
+$216K
4
ABNB icon
Airbnb
ABNB
+$134K
5
BND icon
Vanguard Total Bond Market
BND
+$65.1K

Sector Composition

1 Consumer Discretionary 4.38%
2 Technology 3.28%
3 Energy 1.26%
4 Financials 1.21%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$810K 0.58%
44,094
+1,614
27
$690K 0.5%
16,747
+4
28
$422K 0.3%
1,468
+90
29
$416K 0.3%
5,742
+361
30
$370K 0.27%
6,890
-45
31
$348K 0.25%
2,140
+340
32
$320K 0.23%
5,616
-228
33
$318K 0.23%
16,980
+444
34
$287K 0.21%
3,904
+1,155
35
$239K 0.17%
+2,182
36
$226K 0.16%
4,389
-982
37
$225K 0.16%
8,085
+3,792
38
$224K 0.16%
1,600
+100
39
$220K 0.16%
908
40
$215K 0.16%
+3,125
41
$211K 0.15%
1,381
+7
42
$209K 0.15%
1,500
+440
43
$197K 0.14%
2,479
-818
44
$187K 0.13%
1,262
+145
45
$156K 0.11%
961
46
$152K 0.11%
916
-167
47
$141K 0.1%
7,929
+1,419
48
$128K 0.09%
511
+1
49
$119K 0.09%
455
+1
50
$115K 0.08%
842
-96
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