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
576
$1.22K ﹤0.01%
+6
577
$1.21K ﹤0.01%
10
578
$1.21K ﹤0.01%
+6
579
$1.2K ﹤0.01%
+38
580
$1.2K ﹤0.01%
+14
581
$1.19K ﹤0.01%
+31
582
$1.16K ﹤0.01%
+108
583
$1.16K ﹤0.01%
+10
584
$1.16K ﹤0.01%
+16
585
$1.16K ﹤0.01%
+176
586
$1.16K ﹤0.01%
+16
587
$1.15K ﹤0.01%
+9
588
$1.14K ﹤0.01%
+26
589
$1.11K ﹤0.01%
+37
590
$1.09K ﹤0.01%
+12
591
$1.09K ﹤0.01%
+230
592
$1.08K ﹤0.01%
+1
593
$1.08K ﹤0.01%
+23
594
$1.08K ﹤0.01%
+31
595
$1.07K ﹤0.01%
+18
596
$1.06K ﹤0.01%
+6
597
$1.06K ﹤0.01%
+17
598
$1.06K ﹤0.01%
+38
599
$1.05K ﹤0.01%
+17
600
$1.05K ﹤0.01%
+14
22 23
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25 26