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
1201
$276 ﹤0.01%
8
1202
$276 ﹤0.01%
+20
1203
$275 ﹤0.01%
19
1204
$275 ﹤0.01%
16
+2
1205
$273 ﹤0.01%
+6
1206
$271 ﹤0.01%
7
1207
$270 ﹤0.01%
+29
1208
$270 ﹤0.01%
21
-3
1209
$270 ﹤0.01%
5
+2
1210
$267 ﹤0.01%
18
1211
$264 ﹤0.01%
15
+5
1212
$264 ﹤0.01%
+6
1213
$264 ﹤0.01%
7
1214
$264 ﹤0.01%
+4
1215
$263 ﹤0.01%
24
+9
1216
$263 ﹤0.01%
+78
1217
$262 ﹤0.01%
7
-2
1218
$262 ﹤0.01%
29
1219
$262 ﹤0.01%
8
1220
$261 ﹤0.01%
20
1221
$261 ﹤0.01%
2
1222
$260 ﹤0.01%
6
1223
$260 ﹤0.01%
7
1224
$260 ﹤0.01%
6
+1
1225
$259 ﹤0.01%
2
47 48
49
50 51