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
626
$2.55K ﹤0.01%
109
627
$2.55K ﹤0.01%
17
+3
628
$2.53K ﹤0.01%
66
629
$2.51K ﹤0.01%
62
630
$2.48K ﹤0.01%
12
+1
631
$2.43K ﹤0.01%
34
632
$2.42K ﹤0.01%
+38
633
$2.4K ﹤0.01%
+52
634
$2.38K ﹤0.01%
77
-3
635
$2.34K ﹤0.01%
98
-1
636
$2.34K ﹤0.01%
22
637
$2.33K ﹤0.01%
8
-6
638
$2.31K ﹤0.01%
43
-30
639
$2.31K ﹤0.01%
7
640
$2.28K ﹤0.01%
124
-15
641
$2.22K ﹤0.01%
33
642
$2.17K ﹤0.01%
+30
643
$2.16K ﹤0.01%
14
-3
644
$2.14K ﹤0.01%
34
-2
645
$2.13K ﹤0.01%
65
646
$2.1K ﹤0.01%
82
+61
647
$2.09K ﹤0.01%
+86
648
$2.08K ﹤0.01%
110
+15
649
$2.06K ﹤0.01%
26
650
$2.06K ﹤0.01%
64
-33
24 25
26
27 28