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
651
$613 ﹤0.01%
4
652
$605 ﹤0.01%
+12
653
$594 ﹤0.01%
8
654
$583 ﹤0.01%
100
655
$572 ﹤0.01%
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656
$564 ﹤0.01%
5
657
$559 ﹤0.01%
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658
$537 ﹤0.01%
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+3
660
$533 ﹤0.01%
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$528 ﹤0.01%
+25
662
$500 ﹤0.01%
10
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$489 ﹤0.01%
80
+30
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$481 ﹤0.01%
+10
665
$465 ﹤0.01%
8
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$459 ﹤0.01%
+18
667
$431 ﹤0.01%
2
668
$430 ﹤0.01%
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669
$430 ﹤0.01%
3
670
$425 ﹤0.01%
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671
$422 ﹤0.01%
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672
$405 ﹤0.01%
5
673
$396 ﹤0.01%
10
674
$377 ﹤0.01%
3
675
$377 ﹤0.01%
3
25 26
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