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
126
$61.2K 0.02%
961
127
$60.7K 0.02%
1,384
+661
128
$60.7K 0.02%
339
+102
129
$60.3K 0.02%
270
130
$59.8K 0.02%
662
+3
131
$58.7K 0.02%
750
+20
132
$58.2K 0.02%
1,617
+3
133
$58.1K 0.02%
893
+727
134
$56.8K 0.02%
16
135
$56.7K 0.02%
584
+12
136
$56.2K 0.02%
908
137
$53.4K 0.02%
513
+440
138
$53.4K 0.02%
468
-153
139
$53.1K 0.02%
759
-46
140
$53.1K 0.02%
+1,233
141
$52.7K 0.02%
+572
142
$50.9K 0.02%
982
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143
$50.8K 0.02%
500
144
$50.7K 0.02%
124
145
$50.4K 0.02%
398
146
$49.3K 0.02%
162
147
$49.3K 0.02%
1,581
-31,830
148
$48.9K 0.02%
1,253
+821
149
$48.7K 0.02%
600
+10
150
$48.6K 0.02%
414
+373
4 5
6
7 8