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
526
$1.6K ﹤0.01%
+4
527
$1.6K ﹤0.01%
+24
528
$1.58K ﹤0.01%
+27
529
$1.56K ﹤0.01%
+9
530
$1.53K ﹤0.01%
+66
531
$1.5K ﹤0.01%
+31
532
$1.49K ﹤0.01%
+12
533
$1.49K ﹤0.01%
+40
534
$1.49K ﹤0.01%
+15
535
$1.47K ﹤0.01%
+22
536
$1.46K ﹤0.01%
+41
537
$1.45K ﹤0.01%
+15
538
$1.44K ﹤0.01%
+13
539
$1.44K ﹤0.01%
+25
540
$1.44K ﹤0.01%
+86
541
$1.42K ﹤0.01%
+20
542
$1.42K ﹤0.01%
6
543
$1.42K ﹤0.01%
+13
544
$1.41K ﹤0.01%
+47
545
$1.4K ﹤0.01%
+26
546
$1.39K ﹤0.01%
+20
547
$1.39K ﹤0.01%
+66
548
$1.38K ﹤0.01%
+52
549
$1.38K ﹤0.01%
+5
550
$1.38K ﹤0.01%
+10
20 21
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