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
1276
$166 ﹤0.01%
+1
1277
$163 ﹤0.01%
10
1278
$159 ﹤0.01%
+3
1279
$154 ﹤0.01%
+1
1280
$154 ﹤0.01%
1
1281
$152 ﹤0.01%
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1282
$144 ﹤0.01%
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1
1285
$133 ﹤0.01%
3
1286
$130 ﹤0.01%
1
-10
1287
$121 ﹤0.01%
+76
1288
$117 ﹤0.01%
3
1289
$116 ﹤0.01%
2
1290
$107 ﹤0.01%
+1
1291
$92 ﹤0.01%
1
1292
$91 ﹤0.01%
9
1293
$80 ﹤0.01%
2
1294
$80 ﹤0.01%
2
+1
1295
$79 ﹤0.01%
22
1296
$76 ﹤0.01%
25
1297
$74 ﹤0.01%
1
1298
$72 ﹤0.01%
+1
1299
$66 ﹤0.01%
+1
1300
$64 ﹤0.01%
+1
50 51
52
53 54