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
126
$43K 0.02%
211
-252
127
$42.9K 0.02%
953
-910
128
$42.2K 0.02%
197
-16
129
$42K 0.02%
500
130
$41.6K 0.02%
880
131
$40.2K 0.02%
255
132
$39.7K 0.02%
+8,431
133
$39.6K 0.02%
793
+15
134
$39.2K 0.02%
305
-58
135
$38.4K 0.02%
534
-57
136
$38.2K 0.02%
311
137
$37.7K 0.02%
198
+82
138
$37.6K 0.02%
374
+34
139
$37.4K 0.02%
354
140
$37.1K 0.02%
445
-94
141
$36.1K 0.02%
51
-7
142
$35.7K 0.02%
1,942
+395
143
$35.5K 0.02%
162
144
$35.4K 0.02%
69
-11
145
$35.2K 0.02%
421
+23
146
$34.9K 0.02%
497
+17
147
$34.3K 0.02%
128
-24
148
$34K 0.02%
130
149
$33.8K 0.02%
+675
150
$33.8K 0.02%
254
-26
4 5
6
7 8