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
551
$1.38K ﹤0.01%
+12
552
$1.38K ﹤0.01%
+28
553
$1.36K ﹤0.01%
+22
554
$1.36K ﹤0.01%
+13
555
$1.35K ﹤0.01%
+13
556
$1.35K ﹤0.01%
17
557
$1.34K ﹤0.01%
+58
558
$1.34K ﹤0.01%
+26
559
$1.34K ﹤0.01%
+20
560
$1.33K ﹤0.01%
+6
561
$1.31K ﹤0.01%
+7
562
$1.3K ﹤0.01%
+4
563
$1.3K ﹤0.01%
+9
564
$1.3K ﹤0.01%
+6
565
$1.29K ﹤0.01%
+17
566
$1.29K ﹤0.01%
+45
567
$1.28K ﹤0.01%
+20
568
$1.27K ﹤0.01%
+14
569
$1.26K ﹤0.01%
+182
570
$1.25K ﹤0.01%
+8
571
$1.25K ﹤0.01%
+22
572
$1.24K ﹤0.01%
+13
573
$1.23K ﹤0.01%
+6
574
$1.23K ﹤0.01%
+61
575
$1.23K ﹤0.01%
+40
21 22
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