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
1026
$396 ﹤0.01%
21
1027
$396 ﹤0.01%
10
1028
$395 ﹤0.01%
27
1029
$395 ﹤0.01%
5
-1
1030
$394 ﹤0.01%
32
1031
$393 ﹤0.01%
6
1032
$392 ﹤0.01%
10
1033
$391 ﹤0.01%
6
-3
1034
$390 ﹤0.01%
12
1035
$390 ﹤0.01%
14
1036
$389 ﹤0.01%
+34
1037
$388 ﹤0.01%
11
-2
1038
$388 ﹤0.01%
3
1039
$387 ﹤0.01%
36
1040
$387 ﹤0.01%
3
1041
$383 ﹤0.01%
12
+3
1042
$383 ﹤0.01%
8
1043
$383 ﹤0.01%
+68
1044
$382 ﹤0.01%
+5
1045
$381 ﹤0.01%
1
1046
$381 ﹤0.01%
59
-15
1047
$380 ﹤0.01%
13
1048
$380 ﹤0.01%
5
1049
$379 ﹤0.01%
4
-1
1050
$378 ﹤0.01%
14
-65
40 41
42
43 44