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
1251
$235 ﹤0.01%
11
-9
1252
$234 ﹤0.01%
8
1253
$234 ﹤0.01%
16
-8
1254
$233 ﹤0.01%
+14
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$232 ﹤0.01%
3
1256
$232 ﹤0.01%
+12
1257
$230 ﹤0.01%
44
1258
$228 ﹤0.01%
+3
1259
$223 ﹤0.01%
3
1260
$222 ﹤0.01%
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1261
$222 ﹤0.01%
2
+1
1262
$220 ﹤0.01%
3
-3
1263
$219 ﹤0.01%
+7
1264
$215 ﹤0.01%
14
1265
$214 ﹤0.01%
9
1266
$213 ﹤0.01%
10
1267
$211 ﹤0.01%
11
1268
$206 ﹤0.01%
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1269
$202 ﹤0.01%
3
1270
$198 ﹤0.01%
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1271
$197 ﹤0.01%
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1272
$181 ﹤0.01%
1
1273
$180 ﹤0.01%
1
1274
$176 ﹤0.01%
4
1275
$168 ﹤0.01%
16
49 50
51
52 53