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
$204M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.8M
3
+$1.59M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.22M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.2M

Top Sells

1
+$1.49M
2
+$954K
3
+$703K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$564K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$256K

Sector Composition

1 Technology 2.85%
2 Consumer Discretionary 1.72%
3 Financials 1.32%
4 Energy 1.09%
5 Healthcare 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$59.7K 0.03%
544
-46
102
$58.7K 0.03%
1,265
103
$58.3K 0.03%
159
+37
104
$57.9K 0.03%
2,751
105
$57.9K 0.03%
1,402
+113
106
$57.8K 0.03%
707
-235
107
$56.4K 0.03%
856
+4
108
$55K 0.03%
1,600
109
$54.9K 0.03%
632
-360
110
$54.1K 0.03%
1,950
+100
111
$53.7K 0.03%
2,913
+180
112
$53.6K 0.03%
827
-638
113
$52.8K 0.03%
831
+188
114
$52.6K 0.03%
510
+41
115
$52.3K 0.03%
1,799
-211
116
$51K 0.03%
872
+1
117
$50.8K 0.02%
60
118
$50.7K 0.02%
1,000
119
$49.6K 0.02%
211
-24
120
$47.8K 0.02%
1,008
+18
121
$45.6K 0.02%
173
-17
122
$45K 0.02%
374
-17
123
$44.5K 0.02%
398
124
$44.1K 0.02%
619
-115
125
$43.9K 0.02%
759
-812
3 4
5
6 7