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
551
$1.84K ﹤0.01%
30
552
$1.82K ﹤0.01%
32
-42
553
$1.81K ﹤0.01%
21
-82
554
$1.79K ﹤0.01%
34
-275
555
$1.77K ﹤0.01%
5
+3
556
$1.77K ﹤0.01%
22
557
$1.76K ﹤0.01%
21
558
$1.69K ﹤0.01%
178
-1
559
$1.69K ﹤0.01%
+16
560
$1.67K ﹤0.01%
56
561
$1.66K ﹤0.01%
44
+35
562
$1.64K ﹤0.01%
13
563
$1.64K ﹤0.01%
5
564
$1.64K ﹤0.01%
24
565
$1.63K ﹤0.01%
20
566
$1.63K ﹤0.01%
26
567
$1.62K ﹤0.01%
19
+2
568
$1.61K ﹤0.01%
+144
569
$1.6K ﹤0.01%
10
570
$1.56K ﹤0.01%
13
+6
571
$1.55K ﹤0.01%
12
-4
572
$1.53K ﹤0.01%
34
+18
573
$1.51K ﹤0.01%
6
574
$1.5K ﹤0.01%
+10
575
$1.5K ﹤0.01%
+42
21 22
23
24 25