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
476
$2.09K ﹤0.01%
+20
477
$2.06K ﹤0.01%
+179
478
$2.05K ﹤0.01%
+43
479
$2.04K ﹤0.01%
+57
480
$2.03K ﹤0.01%
+63
481
$2.02K ﹤0.01%
+102
482
$2.02K ﹤0.01%
+249
483
$2K ﹤0.01%
+54
484
$2K ﹤0.01%
+5
485
$2K ﹤0.01%
+28
486
$2K ﹤0.01%
+7
487
$1.96K ﹤0.01%
+4
488
$1.95K ﹤0.01%
+22
489
$1.92K ﹤0.01%
+50
490
$1.91K ﹤0.01%
+26
491
$1.9K ﹤0.01%
+14
492
$1.89K ﹤0.01%
+7
493
$1.87K ﹤0.01%
+7
494
$1.87K ﹤0.01%
+15
495
$1.85K ﹤0.01%
+22
496
$1.85K ﹤0.01%
+7
497
$1.82K ﹤0.01%
+37
498
$1.82K ﹤0.01%
+6
499
$1.82K ﹤0.01%
+17
500
$1.81K ﹤0.01%
+29
18 19
20
21 22