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
576
$1.48K ﹤0.01%
13
-595
577
$1.47K ﹤0.01%
87
+57
578
$1.45K ﹤0.01%
61
+48
579
$1.45K ﹤0.01%
26
580
$1.43K ﹤0.01%
10
+1
581
$1.41K ﹤0.01%
12
582
$1.4K ﹤0.01%
16
+5
583
$1.39K ﹤0.01%
+100
584
$1.38K ﹤0.01%
58
585
$1.38K ﹤0.01%
6
586
$1.37K ﹤0.01%
15
587
$1.37K ﹤0.01%
66
588
$1.36K ﹤0.01%
10
589
$1.33K ﹤0.01%
+47
590
$1.31K ﹤0.01%
13
591
$1.31K ﹤0.01%
61
592
$1.31K ﹤0.01%
16
593
$1.3K ﹤0.01%
47
594
$1.26K ﹤0.01%
32
595
$1.24K ﹤0.01%
80
+2
596
$1.23K ﹤0.01%
31
597
$1.22K ﹤0.01%
9
598
$1.21K ﹤0.01%
40
599
$1.19K ﹤0.01%
17
600
$1.18K ﹤0.01%
24
22 23
24
25 26