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
1101
$343 ﹤0.01%
24
-4
1102
$342 ﹤0.01%
24
+4
1103
$342 ﹤0.01%
15
1104
$341 ﹤0.01%
+14
1105
$341 ﹤0.01%
13
1106
$341 ﹤0.01%
+9
1107
$340 ﹤0.01%
4
-1
1108
$338 ﹤0.01%
10
+4
1109
$338 ﹤0.01%
19
+2
1110
$337 ﹤0.01%
+12
1111
$337 ﹤0.01%
+7
1112
$335 ﹤0.01%
2
1113
$334 ﹤0.01%
8
-2
1114
$334 ﹤0.01%
12
1115
$334 ﹤0.01%
19
-6
1116
$330 ﹤0.01%
10
1117
$330 ﹤0.01%
+9
1118
$329 ﹤0.01%
5
1119
$329 ﹤0.01%
6
1120
$328 ﹤0.01%
20
+8
1121
$326 ﹤0.01%
+9
1122
$326 ﹤0.01%
9
1123
$326 ﹤0.01%
14
1124
$324 ﹤0.01%
16
-8
1125
$323 ﹤0.01%
+15
43 44
45
46 47