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
526
$4.65K ﹤0.01%
29
+7
527
$4.63K ﹤0.01%
43
+29
528
$4.6K ﹤0.01%
75
529
$4.59K ﹤0.01%
67
-3
530
$4.58K ﹤0.01%
45
531
$4.57K ﹤0.01%
36
-4
532
$4.53K ﹤0.01%
53
533
$4.52K ﹤0.01%
49
534
$4.49K ﹤0.01%
50
+3
535
$4.47K ﹤0.01%
26
-23
536
$4.43K ﹤0.01%
+105
537
$4.42K ﹤0.01%
122
-21
538
$4.42K ﹤0.01%
7
-79
539
$4.4K ﹤0.01%
17
-8
540
$4.4K ﹤0.01%
226
541
$4.39K ﹤0.01%
30
-42
542
$4.36K ﹤0.01%
75
-2
543
$4.34K ﹤0.01%
+102
544
$4.34K ﹤0.01%
103
545
$4.32K ﹤0.01%
19
+3
546
$4.31K ﹤0.01%
100
+15
547
$4.3K ﹤0.01%
9
548
$4.28K ﹤0.01%
38
+11
549
$4.24K ﹤0.01%
199
+24
550
$4.23K ﹤0.01%
12
20 21
22
23 24