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
676
$367 ﹤0.01%
4
677
$365 ﹤0.01%
+12
678
$350 ﹤0.01%
2
679
$343 ﹤0.01%
+5
680
$342 ﹤0.01%
35
+2
681
$322 ﹤0.01%
6
682
$322 ﹤0.01%
3
-209
683
$321 ﹤0.01%
12
684
$317 ﹤0.01%
3
685
$316 ﹤0.01%
15
686
$314 ﹤0.01%
+9
687
$297 ﹤0.01%
2
688
$279 ﹤0.01%
3
689
$275 ﹤0.01%
17
690
$263 ﹤0.01%
3
691
$257 ﹤0.01%
1
692
$236 ﹤0.01%
8
693
$225 ﹤0.01%
35
-1
694
$206 ﹤0.01%
10
695
$197 ﹤0.01%
6
696
$188 ﹤0.01%
3
697
$185 ﹤0.01%
+3
698
$184 ﹤0.01%
14
699
$162 ﹤0.01%
1
-30
700
$151 ﹤0.01%
+20
26 27
28
29 30