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
$204M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.8M
3
+$1.59M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.2M

Top Sells

1
+$1.49M
2
+$954K
3
+$703K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$564K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$256K

Sector Composition

1 Technology 2.85%
2 Consumer Discretionary 1.72%
3 Financials 1.32%
4 Energy 1.09%
5 Healthcare 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$174K 0.09%
1,564
-17
52
$173K 0.08%
1,143
-346
53
$171K 0.08%
1,056
+121
54
$146K 0.07%
461
55
$143K 0.07%
425
+381
56
$141K 0.07%
927
-17
57
$131K 0.06%
975
+29
58
$130K 0.06%
285
+4
59
$127K 0.06%
2,438
-23
60
$127K 0.06%
8,487
+45
61
$126K 0.06%
476
+14
62
$109K 0.05%
518
+3
63
$107K 0.05%
201
-47
64
$103K 0.05%
3,480
+190
65
$101K 0.05%
457
+1
66
$101K 0.05%
560
+44
67
$99.9K 0.05%
1,307
+24
68
$93K 0.05%
515
-166
69
$92K 0.05%
1,052
+1
70
$90.6K 0.04%
4,143
-33
71
$90.6K 0.04%
2,299
+517
72
$85.7K 0.04%
505
-84
73
$85.2K 0.04%
681
+1
74
$83.8K 0.04%
1,870
75
$82.8K 0.04%
250
+19
1 2
3
4 5