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
126
$43.7K 0.02%
+1,600
127
$43.6K 0.02%
+469
128
$42K 0.02%
+591
129
$41.2K 0.02%
+224
130
$40.2K 0.02%
+483
131
$39.5K 0.02%
+122
132
$39.3K 0.02%
276
133
$39.2K 0.02%
+152
134
$39.2K 0.02%
+880
135
$38.9K 0.02%
+500
136
$38.7K 0.02%
+539
137
$38.1K 0.02%
162
138
$38.1K 0.02%
+255
139
$38K 0.02%
123
140
$36.9K 0.02%
+558
141
$36.4K 0.02%
+80
142
$36.3K 0.02%
398
143
$36K 0.02%
+93
144
$36K 0.02%
+643
145
$35.9K 0.02%
+2,052
146
$35.6K 0.02%
280
+26
147
$35.5K 0.02%
+213
148
$34.2K 0.02%
+778
149
$33.9K 0.02%
+481
150
$33.2K 0.02%
+130
4 5
6
7 8