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
776
$998 ﹤0.01%
13
777
$996 ﹤0.01%
+11
778
$993 ﹤0.01%
6
779
$985 ﹤0.01%
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780
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6
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784
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31
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785
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786
$960 ﹤0.01%
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5
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789
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$940 ﹤0.01%
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$932 ﹤0.01%
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$915 ﹤0.01%
4
797
$910 ﹤0.01%
+21
798
$888 ﹤0.01%
13
+5
799
$888 ﹤0.01%
23
800
$883 ﹤0.01%
+32
30 31
32
33 34