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
$139M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.23M
3
+$1.48M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.43M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.41M

Top Sells

1
+$297K
2
+$269K
3
+$216K
4
ABNB icon
Airbnb
ABNB
+$134K
5
BND icon
Vanguard Total Bond Market
BND
+$65.1K

Sector Composition

1 Consumer Discretionary 4.38%
2 Technology 3.28%
3 Energy 1.26%
4 Financials 1.21%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.01K ﹤0.01%
70
102
$3.7K ﹤0.01%
+28
103
$3.52K ﹤0.01%
58
104
$3.06K ﹤0.01%
+30
105
$3.04K ﹤0.01%
+39
106
$2.98K ﹤0.01%
+48
107
$2.26K ﹤0.01%
+21
108
$2.07K ﹤0.01%
87
+30
109
$1.6K ﹤0.01%
+26
110
$430 ﹤0.01%
20
111
$83 ﹤0.01%
5
112
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-1
116
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118
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119
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120
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121
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-1,950
122
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123
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-53
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5