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
601
$1.18K ﹤0.01%
7
602
$1.16K ﹤0.01%
+24
603
$1.16K ﹤0.01%
32
-31
604
$1.15K ﹤0.01%
+66
605
$1.15K ﹤0.01%
20
-3
606
$1.13K ﹤0.01%
4
607
$1.13K ﹤0.01%
18
608
$1.11K ﹤0.01%
28
+1
609
$1.11K ﹤0.01%
21
-54
610
$1.08K ﹤0.01%
+75
611
$1.07K ﹤0.01%
13
612
$1.06K ﹤0.01%
+11
613
$1.05K ﹤0.01%
14
614
$1.03K ﹤0.01%
10
-2
615
$1.02K ﹤0.01%
17
616
$1.02K ﹤0.01%
26
617
$1K ﹤0.01%
4
618
$987 ﹤0.01%
31
619
$958 ﹤0.01%
+9
620
$953 ﹤0.01%
120
-62
621
$947 ﹤0.01%
12
622
$927 ﹤0.01%
29
623
$916 ﹤0.01%
72
624
$898 ﹤0.01%
23
625
$882 ﹤0.01%
6
23 24
25
26 27