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
1076
$361 ﹤0.01%
3
1077
$360 ﹤0.01%
7
1078
$360 ﹤0.01%
20
1079
$359 ﹤0.01%
1
1080
$359 ﹤0.01%
+7
1081
$357 ﹤0.01%
+11
1082
$357 ﹤0.01%
11
+2
1083
$356 ﹤0.01%
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$355 ﹤0.01%
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1085
$354 ﹤0.01%
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1086
$353 ﹤0.01%
5
-3
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$351 ﹤0.01%
2
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$351 ﹤0.01%
+23
1089
$350 ﹤0.01%
2
1090
$349 ﹤0.01%
+11
1091
$348 ﹤0.01%
2
1092
$348 ﹤0.01%
+12
1093
$347 ﹤0.01%
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$346 ﹤0.01%
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$346 ﹤0.01%
3
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$346 ﹤0.01%
26
+7
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$345 ﹤0.01%
6
1098
$345 ﹤0.01%
+2
1099
$344 ﹤0.01%
+15
1100
$344 ﹤0.01%
2
42 43
44
45 46