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
501
$2.53K ﹤0.01%
13
+8
502
$2.53K ﹤0.01%
56
+34
503
$2.52K ﹤0.01%
18
+11
504
$2.51K ﹤0.01%
49
-82
505
$2.45K ﹤0.01%
14
506
$2.44K ﹤0.01%
29
-103
507
$2.44K ﹤0.01%
20
-15
508
$2.43K ﹤0.01%
15
509
$2.42K ﹤0.01%
18
+9
510
$2.41K ﹤0.01%
+23
511
$2.4K ﹤0.01%
7
+4
512
$2.4K ﹤0.01%
81
+15
513
$2.4K ﹤0.01%
31
+11
514
$2.39K ﹤0.01%
34
515
$2.39K ﹤0.01%
11
+4
516
$2.36K ﹤0.01%
40
517
$2.35K ﹤0.01%
+192
518
$2.33K ﹤0.01%
143
+111
519
$2.33K ﹤0.01%
75
+30
520
$2.32K ﹤0.01%
28
521
$2.31K ﹤0.01%
26
522
$2.28K ﹤0.01%
161
-361
523
$2.27K ﹤0.01%
54
524
$2.26K ﹤0.01%
11
+5
525
$2.25K ﹤0.01%
+59
19 20
21
22 23