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
1176
$290 ﹤0.01%
2
1177
$289 ﹤0.01%
+5
1178
$289 ﹤0.01%
2
1179
$289 ﹤0.01%
+4
1180
$287 ﹤0.01%
+10
1181
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1182
$286 ﹤0.01%
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1183
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$286 ﹤0.01%
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1185
$286 ﹤0.01%
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1186
$285 ﹤0.01%
13
+1
1187
$284 ﹤0.01%
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$282 ﹤0.01%
31
1189
$281 ﹤0.01%
+5
1190
$280 ﹤0.01%
+44
1191
$279 ﹤0.01%
28
+2
1192
$279 ﹤0.01%
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$278 ﹤0.01%
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1194
$278 ﹤0.01%
11
+4
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$278 ﹤0.01%
5
1196
$277 ﹤0.01%
19
-11
1197
$276 ﹤0.01%
17
+2
1198
$276 ﹤0.01%
+85
1199
$276 ﹤0.01%
+10
1200
$276 ﹤0.01%
17
46 47
48
49 50