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
751
$1.14K ﹤0.01%
20
-2
752
$1.14K ﹤0.01%
+40
753
$1.13K ﹤0.01%
+6
754
$1.12K ﹤0.01%
71
755
$1.12K ﹤0.01%
+15
756
$1.09K ﹤0.01%
69
-20
757
$1.09K ﹤0.01%
+9
758
$1.09K ﹤0.01%
+5
759
$1.08K ﹤0.01%
10
+4
760
$1.08K ﹤0.01%
+50
761
$1.07K ﹤0.01%
78
762
$1.07K ﹤0.01%
71
+34
763
$1.06K ﹤0.01%
+107
764
$1.06K ﹤0.01%
6
765
$1.05K ﹤0.01%
17
-7
766
$1.05K ﹤0.01%
9
767
$1.05K ﹤0.01%
304
+110
768
$1.04K ﹤0.01%
8
-2
769
$1.04K ﹤0.01%
31
-15
770
$1.03K ﹤0.01%
55
+10
771
$1.03K ﹤0.01%
10
772
$1K ﹤0.01%
5
773
$999 ﹤0.01%
4
774
$998 ﹤0.01%
35
-50
775
$998 ﹤0.01%
3
-2
29 30
31
32 33