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
501
$1.81K ﹤0.01%
+5
502
$1.8K ﹤0.01%
+41
503
$1.79K ﹤0.01%
+12
504
$1.79K ﹤0.01%
+18
505
$1.78K ﹤0.01%
+46
506
$1.77K ﹤0.01%
+7
507
$1.77K ﹤0.01%
+13
508
$1.72K ﹤0.01%
+14
509
$1.72K ﹤0.01%
+9
510
$1.71K ﹤0.01%
+28
511
$1.71K ﹤0.01%
+7
512
$1.7K ﹤0.01%
+15
513
$1.7K ﹤0.01%
+30
514
$1.7K ﹤0.01%
+73
515
$1.7K ﹤0.01%
87
516
$1.69K ﹤0.01%
+16
517
$1.66K ﹤0.01%
+65
518
$1.66K ﹤0.01%
+4
519
$1.64K ﹤0.01%
+17
520
$1.64K ﹤0.01%
+21
521
$1.64K ﹤0.01%
+71
522
$1.63K ﹤0.01%
+18
523
$1.63K ﹤0.01%
+37
524
$1.61K ﹤0.01%
+280
525
$1.6K ﹤0.01%
+71
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