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
601
$1.05K ﹤0.01%
+9
602
$1.04K ﹤0.01%
+6
603
$1.03K ﹤0.01%
+11
604
$1.03K ﹤0.01%
+39
605
$1.03K ﹤0.01%
+6
606
$1.02K ﹤0.01%
+78
607
$1.01K ﹤0.01%
+16
608
$1.01K ﹤0.01%
+12
609
$998 ﹤0.01%
+6
610
$991 ﹤0.01%
+32
611
$987 ﹤0.01%
+32
612
$987 ﹤0.01%
+13
613
$967 ﹤0.01%
+23
614
$937 ﹤0.01%
+27
615
$926 ﹤0.01%
+4
616
$909 ﹤0.01%
+108
617
$887 ﹤0.01%
+22
618
$867 ﹤0.01%
+72
619
$859 ﹤0.01%
+13
620
$858 ﹤0.01%
+5
621
$857 ﹤0.01%
+26
622
$852 ﹤0.01%
+30
623
$849 ﹤0.01%
+6
624
$843 ﹤0.01%
+7
625
$812 ﹤0.01%
+17
23 24
25
26 27