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
$139M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.23M
3
+$1.48M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.43M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.41M

Top Sells

1
+$297K
2
+$269K
3
+$216K
4
ABNB icon
Airbnb
ABNB
+$134K
5
BND icon
Vanguard Total Bond Market
BND
+$65.1K

Sector Composition

1 Consumer Discretionary 4.38%
2 Technology 3.28%
3 Energy 1.26%
4 Financials 1.21%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.9K 0.02%
155
+80
77
$24.1K 0.02%
117
78
$23.7K 0.02%
246
-152
79
$23K 0.02%
+340
80
$22.5K 0.02%
405
81
$20.6K 0.01%
455
-44
82
$19.8K 0.01%
+325
83
$18.1K 0.01%
360
-881
84
$17.7K 0.01%
232
-1
85
$17.5K 0.01%
167
-32
86
$17.4K 0.01%
68
87
$15K 0.01%
147
88
$13.8K 0.01%
88
-1
89
$12.2K 0.01%
+195
90
$10.8K 0.01%
+72
91
$9.02K 0.01%
150
92
$8.75K 0.01%
+105
93
$8.22K 0.01%
284
94
$7.28K 0.01%
272
95
$6.57K ﹤0.01%
+264
96
$6.52K ﹤0.01%
+150
97
$6.24K ﹤0.01%
110
98
$5.47K ﹤0.01%
64
99
$5.25K ﹤0.01%
42
100
$4.49K ﹤0.01%
45
1 2 3
4
5