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
526
$2.25K ﹤0.01%
8
+1
527
$2.24K ﹤0.01%
30
+26
528
$2.23K ﹤0.01%
4
529
$2.19K ﹤0.01%
14
530
$2.19K ﹤0.01%
+60
531
$2.18K ﹤0.01%
66
+36
532
$2.17K ﹤0.01%
88
+49
533
$2.17K ﹤0.01%
+64
534
$2.17K ﹤0.01%
65
535
$2.16K ﹤0.01%
22
536
$2.12K ﹤0.01%
+70
537
$2.02K ﹤0.01%
7
538
$2.01K ﹤0.01%
5
539
$1.99K ﹤0.01%
+20
540
$1.94K ﹤0.01%
163
+55
541
$1.92K ﹤0.01%
16
-62
542
$1.92K ﹤0.01%
+66
543
$1.92K ﹤0.01%
87
544
$1.9K ﹤0.01%
22
-15
545
$1.89K ﹤0.01%
43
-32
546
$1.88K ﹤0.01%
71
547
$1.88K ﹤0.01%
4
548
$1.86K ﹤0.01%
176
549
$1.85K ﹤0.01%
55
+23
550
$1.84K ﹤0.01%
18
20 21
22
23 24