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
501
$5.07K ﹤0.01%
29
+10
502
$5.05K ﹤0.01%
25
503
$5.03K ﹤0.01%
57
-23
504
$4.99K ﹤0.01%
10
+1
505
$4.96K ﹤0.01%
49
-9
506
$4.94K ﹤0.01%
24
-2
507
$4.91K ﹤0.01%
49
508
$4.9K ﹤0.01%
35
-3
509
$4.87K ﹤0.01%
45
+6
510
$4.86K ﹤0.01%
32
-13
511
$4.86K ﹤0.01%
133
+15
512
$4.84K ﹤0.01%
41
513
$4.83K ﹤0.01%
38
+6
514
$4.8K ﹤0.01%
59
515
$4.8K ﹤0.01%
62
516
$4.79K ﹤0.01%
83
+15
517
$4.77K ﹤0.01%
48
-12
518
$4.76K ﹤0.01%
19
+4
519
$4.71K ﹤0.01%
35
520
$4.7K ﹤0.01%
117
-55
521
$4.68K ﹤0.01%
163
-41
522
$4.67K ﹤0.01%
65
523
$4.67K ﹤0.01%
58
524
$4.67K ﹤0.01%
110
525
$4.67K ﹤0.01%
15
+1
19 20
21
22 23