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
801
$881 ﹤0.01%
3
802
$875 ﹤0.01%
+5
803
$855 ﹤0.01%
29
804
$851 ﹤0.01%
+25
805
$840 ﹤0.01%
+26
806
$838 ﹤0.01%
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807
$834 ﹤0.01%
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808
$826 ﹤0.01%
54
-11
809
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4
810
$819 ﹤0.01%
234
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811
$817 ﹤0.01%
35
812
$813 ﹤0.01%
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813
$811 ﹤0.01%
100
814
$807 ﹤0.01%
54
815
$806 ﹤0.01%
+13
816
$806 ﹤0.01%
+12
817
$799 ﹤0.01%
50
-13
818
$798 ﹤0.01%
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819
$788 ﹤0.01%
+26
820
$785 ﹤0.01%
34
-5
821
$773 ﹤0.01%
17
+6
822
$768 ﹤0.01%
12
+4
823
$766 ﹤0.01%
17
824
$763 ﹤0.01%
+4
825
$762 ﹤0.01%
+25
31 32
33
34 35