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
1001
$419 ﹤0.01%
44
1002
$418 ﹤0.01%
13
1003
$418 ﹤0.01%
5
+2
1004
$417 ﹤0.01%
12
1005
$416 ﹤0.01%
+26
1006
$416 ﹤0.01%
+15
1007
$416 ﹤0.01%
20
1008
$415 ﹤0.01%
43
-341
1009
$415 ﹤0.01%
10
1010
$410 ﹤0.01%
15
1011
$408 ﹤0.01%
7
1012
$407 ﹤0.01%
8
-1
1013
$405 ﹤0.01%
13
+2
1014
$405 ﹤0.01%
18
1015
$403 ﹤0.01%
4
1016
$402 ﹤0.01%
5
-1
1017
$402 ﹤0.01%
+6
1018
$400 ﹤0.01%
2
-1
1019
$400 ﹤0.01%
6
-2
1020
$400 ﹤0.01%
15
+3
1021
$398 ﹤0.01%
4
1022
$397 ﹤0.01%
4
1023
$397 ﹤0.01%
3
1024
$397 ﹤0.01%
+45
1025
$396 ﹤0.01%
18
+5
39 40
41
42 43