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
$139M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.23M
3
+$1.48M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.43M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.41M

Top Sells

1
+$297K
2
+$269K
3
+$216K
4
ABNB icon
Airbnb
ABNB
+$134K
5
BND icon
Vanguard Total Bond Market
BND
+$65.1K

Sector Composition

1 Consumer Discretionary 4.38%
2 Technology 3.28%
3 Energy 1.26%
4 Financials 1.21%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$106K 0.08%
4,203
52
$104K 0.08%
3,241
53
$102K 0.07%
1,775
+368
54
$95.1K 0.07%
706
+111
55
$89.2K 0.06%
530
+1
56
$89.2K 0.06%
4,572
57
$84.1K 0.06%
1,268
+59
58
$75.6K 0.05%
1,142
+48
59
$73.5K 0.05%
2,796
-24
60
$72K 0.05%
1,082
-244
61
$70.2K 0.05%
+634
62
$63.5K 0.05%
783
+2
63
$57.5K 0.04%
2,272
+1,328
64
$56.7K 0.04%
272
65
$47.3K 0.03%
316
+140
66
$46K 0.03%
262
-66
67
$43.5K 0.03%
175
+98
68
$43K 0.03%
352
69
$42.1K 0.03%
254
70
$39.5K 0.03%
378
71
$33.7K 0.02%
122
-90
72
$29K 0.02%
122
-183
73
$29K 0.02%
506
+29
74
$26K 0.02%
266
+1
75
$25.7K 0.02%
215
+94
1 2
3
4 5