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
1151
$306 ﹤0.01%
2
-3
1152
$305 ﹤0.01%
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1153
$305 ﹤0.01%
22
-4
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$305 ﹤0.01%
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1155
$303 ﹤0.01%
3
1156
$303 ﹤0.01%
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-17
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$301 ﹤0.01%
9
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$301 ﹤0.01%
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1159
$299 ﹤0.01%
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1160
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1161
$298 ﹤0.01%
+14
1162
$297 ﹤0.01%
3
1163
$297 ﹤0.01%
5
-1
1164
$296 ﹤0.01%
13
+2
1165
$296 ﹤0.01%
3
1166
$296 ﹤0.01%
34
+20
1167
$296 ﹤0.01%
10
+3
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$295 ﹤0.01%
5
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1169
$295 ﹤0.01%
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1170
$294 ﹤0.01%
+21
1171
$294 ﹤0.01%
8
1172
$294 ﹤0.01%
14
+3
1173
$293 ﹤0.01%
+8
1174
$292 ﹤0.01%
+11
1175
$291 ﹤0.01%
+8
45 46
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48 49