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
26
$1.15M 0.46%
+20,650
27
$983K 0.39%
13,642
-295,683
28
$939K 0.38%
50,810
+1,850
29
$699K 0.28%
8,470
+230
30
$644K 0.26%
10,163
-129,356
31
$635K 0.25%
30,616
+616
32
$622K 0.25%
25,102
+5,574
33
$588K 0.24%
4,316
-237
34
$513K 0.21%
10,350
-1,000
35
$465K 0.19%
705
-105
36
$461K 0.18%
6,263
+3,198
37
$425K 0.17%
6,062
-2
38
$409K 0.16%
1,315
+26
39
$403K 0.16%
2,862
-532
40
$365K 0.15%
2,615
-209
41
$347K 0.14%
2,368
+37
42
$347K 0.14%
6,255
-285
43
$324K 0.13%
+5,599
44
$302K 0.12%
5,971
+228
45
$296K 0.12%
1,029
46
$290K 0.12%
14,058
+9,381
47
$275K 0.11%
3,648
-147
48
$242K 0.1%
13,068
+3,831
49
$235K 0.09%
1,572
-92
50
$235K 0.09%
1,514
+122
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2
3 4 5