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
101
$85.1K 0.03%
2,503
+216
102
$84.3K 0.03%
2,443
103
$82.5K 0.03%
336
+61
104
$80.9K 0.03%
1,644
+2
105
$79.7K 0.03%
+1,043
106
$78.4K 0.03%
921
+2
107
$77.5K 0.03%
1,316
-36
108
$77K 0.03%
1,533
+57
109
$75.1K 0.03%
647
-11
110
$74K 0.03%
311
+4
111
$73.2K 0.03%
+3,835
112
$68.7K 0.03%
815
+489
113
$67.8K 0.03%
306
+6
114
$66.7K 0.03%
694
-158
115
$66.1K 0.03%
880
+4
116
$65.7K 0.03%
1,186
+12
117
$65.6K 0.03%
453
+32
118
$63.7K 0.03%
1,164
+1
119
$63.2K 0.03%
1,056
+176
120
$63K 0.03%
179
-3
121
$62.9K 0.03%
2,751
122
$62.3K 0.03%
+1,788
123
$61.9K 0.02%
268
-37
124
$61.6K 0.02%
1,181
+12
125
$61.5K 0.02%
98
3 4
5
6 7