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
26
$859K 0.46%
20,350
+4,108
27
$785K 0.42%
2,937
+3
28
$724K 0.39%
12,874
-192
29
$614K 0.33%
5,850
-288
30
$543K 0.29%
38,640
-23,818
31
$521K 0.28%
17,240
+295
32
$402K 0.22%
3,555
+1,362
33
$395K 0.21%
5,815
+60
34
$385K 0.21%
8,785
+1,850
35
$347K 0.19%
+8,666
36
$307K 0.17%
1,436
-33
37
$277K 0.15%
19,872
+720
38
$264K 0.14%
2,095
+646
39
$237K 0.13%
2,469
+709
40
$220K 0.12%
9,806
-7,102
41
$215K 0.12%
+1,315
42
$210K 0.11%
931
+22
43
$207K 0.11%
3,701
-425
44
$201K 0.11%
1,489
+528
45
$195K 0.11%
+2,230
46
$185K 0.1%
1,938
+178
47
$181K 0.1%
2,533
+28
48
$171K 0.09%
1,383
+99
49
$136K 0.07%
+1,581
50
$133K 0.07%
+281
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