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
626
$867 ﹤0.01%
+17
627
$853 ﹤0.01%
+6
628
$839 ﹤0.01%
3
629
$823 ﹤0.01%
74
630
$813 ﹤0.01%
+12
631
$811 ﹤0.01%
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632
$799 ﹤0.01%
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633
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635
$760 ﹤0.01%
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+12
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$728 ﹤0.01%
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637
$724 ﹤0.01%
4
638
$711 ﹤0.01%
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$699 ﹤0.01%
+14
640
$693 ﹤0.01%
2
641
$686 ﹤0.01%
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$664 ﹤0.01%
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643
$664 ﹤0.01%
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$639 ﹤0.01%
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$638 ﹤0.01%
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$624 ﹤0.01%
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647
$623 ﹤0.01%
+33
648
$621 ﹤0.01%
2
649
$617 ﹤0.01%
10
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$615 ﹤0.01%
9
24 25
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