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
701
$1.44K ﹤0.01%
+80
702
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703
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707
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708
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100
709
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155
+92
710
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711
$1.39K ﹤0.01%
11
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712
$1.39K ﹤0.01%
45
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-3
714
$1.38K ﹤0.01%
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+4
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$1.38K ﹤0.01%
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716
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717
$1.35K ﹤0.01%
+57
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$1.35K ﹤0.01%
+15
719
$1.35K ﹤0.01%
15
-5
720
$1.34K ﹤0.01%
+34
721
$1.33K ﹤0.01%
10
+8
722
$1.33K ﹤0.01%
+65
723
$1.32K ﹤0.01%
12
-4
724
$1.32K ﹤0.01%
95
-15
725
$1.32K ﹤0.01%
53
+49
27 28
29
30 31