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
551
$4.18K ﹤0.01%
19
+3
552
$4.13K ﹤0.01%
49
-5
553
$4.12K ﹤0.01%
20
554
$4.05K ﹤0.01%
50
+35
555
$4.04K ﹤0.01%
52
+8
556
$4.04K ﹤0.01%
40
-3
557
$4.03K ﹤0.01%
+33
558
$3.97K ﹤0.01%
49
+19
559
$3.97K ﹤0.01%
103
+1
560
$3.94K ﹤0.01%
98
-270
561
$3.94K ﹤0.01%
141
562
$3.89K ﹤0.01%
48
+35
563
$3.88K ﹤0.01%
3
+1
564
$3.88K ﹤0.01%
37
565
$3.86K ﹤0.01%
50
-5
566
$3.85K ﹤0.01%
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567
$3.84K ﹤0.01%
38
568
$3.81K ﹤0.01%
55
+28
569
$3.74K ﹤0.01%
+90
570
$3.72K ﹤0.01%
15
571
$3.72K ﹤0.01%
43
-4
572
$3.71K ﹤0.01%
33
573
$3.7K ﹤0.01%
+278
574
$3.69K ﹤0.01%
56
575
$3.66K ﹤0.01%
32
+4
21 22
23
24 25