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
$204M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.8M
3
+$1.59M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.2M

Top Sells

1
+$1.49M
2
+$954K
3
+$703K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$564K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$256K

Sector Composition

1 Technology 2.85%
2 Consumer Discretionary 1.72%
3 Financials 1.32%
4 Energy 1.09%
5 Healthcare 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$82.7K 0.04%
238
-10
77
$82.2K 0.04%
4,617
+21
78
$81.1K 0.04%
+2,730
79
$78.5K 0.04%
5,370
-430
80
$78.5K 0.04%
1,025
+35
81
$76.3K 0.04%
900
-402
82
$73.7K 0.04%
1,560
-126
83
$72.8K 0.04%
961
+480
84
$71.8K 0.04%
1,141
+8
85
$70.4K 0.03%
2,796
86
$69.1K 0.03%
1,348
-212
87
$68.2K 0.03%
400
+129
88
$67.8K 0.03%
511
+32
89
$67.4K 0.03%
1,155
+5
90
$67K 0.03%
665
91
$66.9K 0.03%
475
+28
92
$66.5K 0.03%
1,546
+88
93
$66K 0.03%
154
+8
94
$64.2K 0.03%
1,137
+206
95
$63.1K 0.03%
398
+71
96
$63.1K 0.03%
636
-145
97
$62.5K 0.03%
1,800
98
$62.2K 0.03%
527
+50
99
$61.9K 0.03%
529
+46
100
$61.6K 0.03%
1,878
+1,405
2 3
4
5 6