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
51
$128K 0.07%
944
+28
52
$127K 0.07%
+461
53
$126K 0.07%
+935
54
$125K 0.07%
+248
55
$118K 0.06%
8,442
-118,707
56
$112K 0.06%
+1,870
57
$111K 0.06%
+681
58
$103K 0.06%
+1,302
59
$102K 0.05%
515
+2
60
$98.9K 0.05%
946
+116
61
$94.9K 0.05%
+2,461
62
$94.4K 0.05%
456
+1
63
$93.6K 0.05%
+992
64
$92.8K 0.05%
+1,465
65
$91.1K 0.05%
+589
66
$90.7K 0.05%
+1,283
67
$89.9K 0.05%
+2,733
68
$87.1K 0.05%
463
+341
69
$86.6K 0.05%
+462
70
$84.2K 0.05%
4,176
-27
71
$81.4K 0.04%
+1,663
72
$80K 0.04%
1,571
+474
73
$79.8K 0.04%
+449
74
$78.3K 0.04%
+1,863
75
$77.5K 0.04%
+3,290
1 2
3
4 5