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
$204M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.8M
3
+$1.59M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.2M

Top Sells

1
+$1.49M
2
+$954K
3
+$703K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$564K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$256K

Sector Composition

1 Technology 2.85%
2 Consumer Discretionary 1.72%
3 Financials 1.32%
4 Energy 1.09%
5 Healthcare 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.82K ﹤0.01%
11
+5
477
$2.81K ﹤0.01%
23
+13
478
$2.8K ﹤0.01%
19
+10
479
$2.79K ﹤0.01%
30
-67
480
$2.78K ﹤0.01%
28
-8
481
$2.78K ﹤0.01%
16
+4
482
$2.77K ﹤0.01%
21
483
$2.77K ﹤0.01%
+56
484
$2.73K ﹤0.01%
54
+42
485
$2.73K ﹤0.01%
61
+24
486
$2.7K ﹤0.01%
60
+20
487
$2.69K ﹤0.01%
41
+8
488
$2.69K ﹤0.01%
8
+3
489
$2.67K ﹤0.01%
96
+23
490
$2.67K ﹤0.01%
77
+67
491
$2.66K ﹤0.01%
13
-32
492
$2.65K ﹤0.01%
34
+6
493
$2.65K ﹤0.01%
27
-78
494
$2.63K ﹤0.01%
39
495
$2.62K ﹤0.01%
42
-55
496
$2.61K ﹤0.01%
18
-23
497
$2.59K ﹤0.01%
11
+8
498
$2.56K ﹤0.01%
89
+18
499
$2.54K ﹤0.01%
34
-52
500
$2.54K ﹤0.01%
33
+13
18 19
20
21 22