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
876
$607 ﹤0.01%
56
877
$606 ﹤0.01%
8
878
$604 ﹤0.01%
12
879
$600 ﹤0.01%
16
880
$595 ﹤0.01%
4
-2
881
$594 ﹤0.01%
9
-16
882
$589 ﹤0.01%
+2
883
$586 ﹤0.01%
5
884
$582 ﹤0.01%
3
+1
885
$578 ﹤0.01%
128
886
$573 ﹤0.01%
18
887
$571 ﹤0.01%
25
888
$570 ﹤0.01%
7
-1
889
$562 ﹤0.01%
6
890
$558 ﹤0.01%
20
891
$556 ﹤0.01%
24
892
$551 ﹤0.01%
+4
893
$549 ﹤0.01%
3
894
$545 ﹤0.01%
13
-2
895
$543 ﹤0.01%
14
896
$541 ﹤0.01%
5
897
$541 ﹤0.01%
21
+4
898
$538 ﹤0.01%
7
899
$537 ﹤0.01%
12
-3
900
$535 ﹤0.01%
18
+3
34 35
36
37 38