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
576
$3.57K ﹤0.01%
+31
577
$3.55K ﹤0.01%
+169
578
$3.52K ﹤0.01%
34
579
$3.5K ﹤0.01%
26
+7
580
$3.49K ﹤0.01%
166
+150
581
$3.47K ﹤0.01%
179
-22
582
$3.4K ﹤0.01%
+71
583
$3.37K ﹤0.01%
31
-4
584
$3.33K ﹤0.01%
76
585
$3.32K ﹤0.01%
60
586
$3.29K ﹤0.01%
66
+10
587
$3.28K ﹤0.01%
57
588
$3.28K ﹤0.01%
+42
589
$3.25K ﹤0.01%
30
-4
590
$3.23K ﹤0.01%
29
+1
591
$3.23K ﹤0.01%
41
592
$3.22K ﹤0.01%
78
+26
593
$3.21K ﹤0.01%
165
594
$3.19K ﹤0.01%
17
595
$3.16K ﹤0.01%
21
596
$3.11K ﹤0.01%
21
+12
597
$3.1K ﹤0.01%
39
+15
598
$3.05K ﹤0.01%
12
-2
599
$3.03K ﹤0.01%
70
600
$3.03K ﹤0.01%
45
22 23
24
25 26