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
$185M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.05M
3
+$2.18M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.69M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.56M

Top Sells

1
+$7.88M
2
+$1.66M
3
+$1.01M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$560K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$335K

Sector Composition

1 Technology 3.27%
2 Consumer Discretionary 3.22%
3 Financials 1.22%
4 Energy 0.99%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$76.4K 0.04%
+363
77
$75.9K 0.04%
+680
78
$75.8K 0.04%
578
+49
79
$75.7K 0.04%
1,051
80
$74.2K 0.04%
+516
81
$73.6K 0.04%
+990
82
$73.2K 0.04%
4,596
+24
83
$72.9K 0.04%
+1,686
84
$70.4K 0.04%
+5,800
85
$70.4K 0.04%
+248
86
$68.9K 0.04%
+479
87
$68.5K 0.04%
399
+92
88
$68.2K 0.04%
+1,560
89
$68.1K 0.04%
+1,133
90
$67.7K 0.04%
+1,782
91
$66.3K 0.04%
+231
92
$65.8K 0.04%
+781
93
$65.7K 0.04%
1,150
+4
94
$63.5K 0.03%
+1,458
95
$63.2K 0.03%
608
96
$63.2K 0.03%
+734
97
$61.9K 0.03%
2,796
98
$59.9K 0.03%
+1,504
99
$59.9K 0.03%
665
-55
100
$57.5K 0.03%
+942
2 3
4
5 6