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
1126
$322 ﹤0.01%
4
1127
$322 ﹤0.01%
6
1128
$321 ﹤0.01%
79
1129
$318 ﹤0.01%
18
+1
1130
$317 ﹤0.01%
7
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1131
$317 ﹤0.01%
+2
1132
$315 ﹤0.01%
+13
1133
$315 ﹤0.01%
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1134
$315 ﹤0.01%
6
+1
1135
$315 ﹤0.01%
20
1136
$314 ﹤0.01%
+6
1137
$313 ﹤0.01%
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1138
$313 ﹤0.01%
+23
1139
$313 ﹤0.01%
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1140
$313 ﹤0.01%
+9
1141
$312 ﹤0.01%
+10
1142
$312 ﹤0.01%
20
-240
1143
$312 ﹤0.01%
+21
1144
$310 ﹤0.01%
11
1145
$310 ﹤0.01%
3
-1
1146
$310 ﹤0.01%
+1
1147
$309 ﹤0.01%
8
1148
$308 ﹤0.01%
4
1149
$308 ﹤0.01%
+10
1150
$308 ﹤0.01%
+22
44 45
46
47 48