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
51
$227K 0.09%
873
+43
52
$223K 0.09%
1,307
-57
53
$216K 0.09%
1,722
+7
54
$215K 0.09%
1,264
+73
55
$215K 0.09%
2,150
+153
56
$215K 0.09%
819
57
$214K 0.09%
618
+62
58
$206K 0.08%
1,891
-24
59
$205K 0.08%
1,311
+125
60
$200K 0.08%
5,929
-54
61
$190K 0.08%
7,470
+2,490
62
$181K 0.07%
1,214
+236
63
$180K 0.07%
+3,086
64
$179K 0.07%
3,670
-20
65
$172K 0.07%
509
+1
66
$170K 0.07%
5,026
+3,206
67
$164K 0.07%
463
+5
68
$164K 0.07%
311
+16
69
$154K 0.06%
935
-178
70
$146K 0.06%
554
+8
71
$141K 0.06%
1,815
+15
72
$136K 0.05%
1,886
+11
73
$128K 0.05%
1,165
+147
74
$127K 0.05%
1,243
-198
75
$127K 0.05%
427
+110
1 2
3
4 5