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
76
$125K 0.05%
294
-1
77
$122K 0.05%
4,400
+4,128
78
$117K 0.05%
311
+61
79
$115K 0.05%
237
+44
80
$111K 0.04%
2,956
+208
81
$111K 0.04%
2,309
+2,042
82
$110K 0.04%
1,507
-6
83
$110K 0.04%
2,088
+183
84
$107K 0.04%
652
-13
85
$106K 0.04%
388
-29
86
$105K 0.04%
638
87
$105K 0.04%
617
+105
88
$103K 0.04%
2,562
+35
89
$98K 0.04%
168
-3
90
$96.5K 0.04%
505
91
$95.4K 0.04%
160
-13
92
$94.9K 0.04%
874
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93
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900
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94
$94.3K 0.04%
60
95
$93.8K 0.04%
2,050
+50
96
$89.6K 0.04%
607
+11
97
$89K 0.04%
3,795
98
$88.2K 0.04%
1,052
-37
99
$87.3K 0.04%
828
100
$86.9K 0.03%
696
+5
2 3
4
5 6