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
676
$1.66K ﹤0.01%
6
+4
677
$1.65K ﹤0.01%
4
+1
678
$1.65K ﹤0.01%
+45
679
$1.64K ﹤0.01%
176
680
$1.64K ﹤0.01%
+33
681
$1.63K ﹤0.01%
10
682
$1.63K ﹤0.01%
+26
683
$1.62K ﹤0.01%
56
684
$1.62K ﹤0.01%
17
-5
685
$1.61K ﹤0.01%
190
-17
686
$1.6K ﹤0.01%
31
687
$1.58K ﹤0.01%
+34
688
$1.55K ﹤0.01%
+32
689
$1.54K ﹤0.01%
164
-38
690
$1.54K ﹤0.01%
74
691
$1.54K ﹤0.01%
43
692
$1.53K ﹤0.01%
34
693
$1.52K ﹤0.01%
546
-20
694
$1.51K ﹤0.01%
49
-4
695
$1.5K ﹤0.01%
+90
696
$1.5K ﹤0.01%
+30
697
$1.47K ﹤0.01%
8
698
$1.45K ﹤0.01%
11
+7
699
$1.45K ﹤0.01%
35
-4
700
$1.45K ﹤0.01%
37
-2
26 27
28
29 30