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
851
$693 ﹤0.01%
9
852
$690 ﹤0.01%
+20
853
$690 ﹤0.01%
+16
854
$683 ﹤0.01%
+15
855
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10
+1
856
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5
+1
857
$664 ﹤0.01%
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858
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+24
859
$663 ﹤0.01%
10
860
$652 ﹤0.01%
+50
861
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5
+3
862
$642 ﹤0.01%
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+13
863
$641 ﹤0.01%
268
+17
864
$638 ﹤0.01%
74
-29
865
$635 ﹤0.01%
+11
866
$629 ﹤0.01%
+6
867
$628 ﹤0.01%
44
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868
$623 ﹤0.01%
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869
$618 ﹤0.01%
170
+20
870
$617 ﹤0.01%
5
871
$617 ﹤0.01%
+24
872
$614 ﹤0.01%
+5
873
$613 ﹤0.01%
18
+1
874
$612 ﹤0.01%
18
875
$610 ﹤0.01%
2
33 34
35
36 37