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
651
$2.05K ﹤0.01%
161
652
$2.03K ﹤0.01%
87
653
$2.03K ﹤0.01%
16
654
$1.98K ﹤0.01%
+38
655
$1.97K ﹤0.01%
18
656
$1.88K ﹤0.01%
26
-5
657
$1.88K ﹤0.01%
13
+6
658
$1.87K ﹤0.01%
109
+54
659
$1.86K ﹤0.01%
18
-7
660
$1.84K ﹤0.01%
75
+47
661
$1.82K ﹤0.01%
40
662
$1.81K ﹤0.01%
51
663
$1.79K ﹤0.01%
15
+13
664
$1.79K ﹤0.01%
24
665
$1.78K ﹤0.01%
16
-1
666
$1.78K ﹤0.01%
26
667
$1.75K ﹤0.01%
+17
668
$1.75K ﹤0.01%
44
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669
$1.74K ﹤0.01%
8
-2
670
$1.73K ﹤0.01%
+33
671
$1.73K ﹤0.01%
47
+36
672
$1.73K ﹤0.01%
48
673
$1.73K ﹤0.01%
+29
674
$1.69K ﹤0.01%
5
675
$1.67K ﹤0.01%
7
25 26
27
28 29