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
$185M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.05M
3
+$2.18M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.69M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.56M

Top Sells

1
+$7.88M
2
+$1.66M
3
+$1.01M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$560K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$335K

Sector Composition

1 Technology 3.27%
2 Consumer Discretionary 3.22%
3 Financials 1.22%
4 Energy 0.99%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$57.1K 0.03%
+590
102
$55.6K 0.03%
+1,850
103
$53.7K 0.03%
+235
104
$53.6K 0.03%
852
+3
105
$53.1K 0.03%
+447
106
$53.1K 0.03%
+391
107
$51.9K 0.03%
+1,289
108
$51.5K 0.03%
+1,660
109
$50.6K 0.03%
2,010
-1,231
110
$50.4K 0.03%
871
-28
111
$50.3K 0.03%
+1,265
112
$49.7K 0.03%
+60
113
$49.3K 0.03%
+300
114
$48.8K 0.03%
+477
115
$48.8K 0.03%
+146
116
$48.5K 0.03%
+1,800
117
$47.4K 0.03%
+2,751
118
$46.9K 0.03%
327
+10
119
$46K 0.02%
+1,000
120
$45.5K 0.02%
+1,024
121
$45.4K 0.02%
931
+23
122
$44.9K 0.02%
+486
123
$44K 0.02%
271
-1
124
$43.9K 0.02%
+190
125
$43.8K 0.02%
+990
3 4
5
6 7