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
$185M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.05M
3
+$2.18M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.69M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.56M

Top Sells

1
+$7.88M
2
+$1.66M
3
+$1.01M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$560K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$335K

Sector Composition

1 Technology 3.27%
2 Consumer Discretionary 3.22%
3 Financials 1.22%
4 Energy 0.99%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$255 ﹤0.01%
+3
702
$253 ﹤0.01%
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703
$246 ﹤0.01%
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704
$243 ﹤0.01%
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705
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706
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707
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708
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709
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710
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711
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712
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$171 ﹤0.01%
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714
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715
$145 ﹤0.01%
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716
$142 ﹤0.01%
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717
$119 ﹤0.01%
+3
718
$108 ﹤0.01%
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719
$107 ﹤0.01%
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720
$101 ﹤0.01%
+4
721
$87 ﹤0.01%
+1
722
$87 ﹤0.01%
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723
$87 ﹤0.01%
+22
724
$81 ﹤0.01%
+10
725
$77 ﹤0.01%
+5
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