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
626
$809 ﹤0.01%
+3
627
$808 ﹤0.01%
+4
628
$788 ﹤0.01%
+34
629
$774 ﹤0.01%
+24
630
$764 ﹤0.01%
+10
631
$758 ﹤0.01%
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633
$732 ﹤0.01%
+100
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$728 ﹤0.01%
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635
$701 ﹤0.01%
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636
$683 ﹤0.01%
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637
$674 ﹤0.01%
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638
$672 ﹤0.01%
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$670 ﹤0.01%
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$667 ﹤0.01%
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641
$661 ﹤0.01%
+94
642
$660 ﹤0.01%
+2
643
$652 ﹤0.01%
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$651 ﹤0.01%
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$645 ﹤0.01%
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646
$645 ﹤0.01%
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647
$621 ﹤0.01%
+2
648
$616 ﹤0.01%
+8
649
$612 ﹤0.01%
+74
650
$611 ﹤0.01%
+143
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