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
826
$761 ﹤0.01%
8
+3
827
$755 ﹤0.01%
+3
828
$750 ﹤0.01%
5
+2
829
$750 ﹤0.01%
+65
830
$749 ﹤0.01%
91
-92
831
$734 ﹤0.01%
39
-8
832
$731 ﹤0.01%
+20
833
$731 ﹤0.01%
120
834
$730 ﹤0.01%
+17
835
$724 ﹤0.01%
5
836
$723 ﹤0.01%
25
+3
837
$719 ﹤0.01%
+10
838
$718 ﹤0.01%
50
-38
839
$715 ﹤0.01%
6
840
$715 ﹤0.01%
+19
841
$714 ﹤0.01%
+7
842
$713 ﹤0.01%
+7
843
$712 ﹤0.01%
19
844
$708 ﹤0.01%
8
845
$706 ﹤0.01%
4
+1
846
$702 ﹤0.01%
+8
847
$702 ﹤0.01%
16
848
$698 ﹤0.01%
10
849
$695 ﹤0.01%
+12
850
$693 ﹤0.01%
4
32 33
34
35 36