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
926
$487 ﹤0.01%
5
-1
927
$484 ﹤0.01%
6
+2
928
$484 ﹤0.01%
5
929
$482 ﹤0.01%
11
+3
930
$482 ﹤0.01%
8
931
$480 ﹤0.01%
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932
$479 ﹤0.01%
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933
$479 ﹤0.01%
2
934
$478 ﹤0.01%
+18
935
$477 ﹤0.01%
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936
$477 ﹤0.01%
+11
937
$475 ﹤0.01%
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938
$474 ﹤0.01%
5
939
$472 ﹤0.01%
10
-2
940
$471 ﹤0.01%
3
941
$471 ﹤0.01%
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-3
942
$470 ﹤0.01%
21
-2
943
$467 ﹤0.01%
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944
$465 ﹤0.01%
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945
$465 ﹤0.01%
8
+1
946
$464 ﹤0.01%
35
-5
947
$461 ﹤0.01%
20
+3
948
$461 ﹤0.01%
7
-2
949
$461 ﹤0.01%
13
950
$460 ﹤0.01%
10
36 37
38
39 40