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
901
$533 ﹤0.01%
13
+3
902
$532 ﹤0.01%
4
903
$529 ﹤0.01%
2
904
$528 ﹤0.01%
+8
905
$526 ﹤0.01%
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906
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907
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908
$522 ﹤0.01%
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909
$521 ﹤0.01%
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910
$519 ﹤0.01%
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+3
911
$518 ﹤0.01%
4
912
$516 ﹤0.01%
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913
$515 ﹤0.01%
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914
$511 ﹤0.01%
+7
915
$508 ﹤0.01%
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916
$506 ﹤0.01%
5
-1
917
$505 ﹤0.01%
47
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918
$503 ﹤0.01%
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$498 ﹤0.01%
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$497 ﹤0.01%
4
921
$496 ﹤0.01%
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922
$496 ﹤0.01%
10
923
$495 ﹤0.01%
6
924
$495 ﹤0.01%
+6
925
$489 ﹤0.01%
8
+6
35 36
37
38 39