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
601
$3.03K ﹤0.01%
39
602
$3.02K ﹤0.01%
+55
603
$3.02K ﹤0.01%
39
-140
604
$2.96K ﹤0.01%
39
+2
605
$2.91K ﹤0.01%
37
-8
606
$2.9K ﹤0.01%
127
+1
607
$2.89K ﹤0.01%
20
+7
608
$2.87K ﹤0.01%
42
+2
609
$2.87K ﹤0.01%
34
610
$2.82K ﹤0.01%
+80
611
$2.79K ﹤0.01%
76
+22
612
$2.79K ﹤0.01%
77
613
$2.79K ﹤0.01%
21
+2
614
$2.78K ﹤0.01%
19
+9
615
$2.76K ﹤0.01%
51
616
$2.72K ﹤0.01%
53
617
$2.71K ﹤0.01%
94
-43
618
$2.64K ﹤0.01%
43
-7
619
$2.62K ﹤0.01%
28
+5
620
$2.61K ﹤0.01%
+126
621
$2.61K ﹤0.01%
19
-3
622
$2.6K ﹤0.01%
+90
623
$2.58K ﹤0.01%
15
+4
624
$2.58K ﹤0.01%
+10
625
$2.57K ﹤0.01%
101
-44
23 24
25
26 27