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
726
$1.31K ﹤0.01%
13
727
$1.29K ﹤0.01%
+86
728
$1.29K ﹤0.01%
32
729
$1.29K ﹤0.01%
87
-28
730
$1.28K ﹤0.01%
+5
731
$1.27K ﹤0.01%
42
-7
732
$1.25K ﹤0.01%
173
-10
733
$1.25K ﹤0.01%
3
+2
734
$1.24K ﹤0.01%
92
-11
735
$1.23K ﹤0.01%
+4
736
$1.23K ﹤0.01%
30
+27
737
$1.22K ﹤0.01%
6
738
$1.22K ﹤0.01%
52
-8
739
$1.21K ﹤0.01%
251
+7
740
$1.2K ﹤0.01%
25
-25
741
$1.19K ﹤0.01%
24
742
$1.19K ﹤0.01%
247
-80
743
$1.17K ﹤0.01%
+7
744
$1.17K ﹤0.01%
14
+3
745
$1.16K ﹤0.01%
+17
746
$1.16K ﹤0.01%
339
+74
747
$1.16K ﹤0.01%
45
+22
748
$1.16K ﹤0.01%
+54
749
$1.14K ﹤0.01%
118
750
$1.14K ﹤0.01%
+25
28 29
30
31 32