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
476
$5.55K ﹤0.01%
24
-7
477
$5.54K ﹤0.01%
134
+59
478
$5.51K ﹤0.01%
89
-5
479
$5.47K ﹤0.01%
68
480
$5.45K ﹤0.01%
138
+2
481
$5.44K ﹤0.01%
159
+11
482
$5.44K ﹤0.01%
96
483
$5.42K ﹤0.01%
208
484
$5.41K ﹤0.01%
40
-25
485
$5.39K ﹤0.01%
11
+2
486
$5.37K ﹤0.01%
9
+1
487
$5.3K ﹤0.01%
113
488
$5.3K ﹤0.01%
88
+1
489
$5.28K ﹤0.01%
173
490
$5.28K ﹤0.01%
104
+8
491
$5.26K ﹤0.01%
+64
492
$5.25K ﹤0.01%
250
493
$5.24K ﹤0.01%
150
494
$5.23K ﹤0.01%
58
495
$5.18K ﹤0.01%
142
496
$5.18K ﹤0.01%
+101
497
$5.17K ﹤0.01%
2
498
$5.16K ﹤0.01%
148
499
$5.14K ﹤0.01%
+176
500
$5.09K ﹤0.01%
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