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
151
$33.1K 0.02%
+311
152
$32.6K 0.02%
+354
153
$32K 0.02%
+58
154
$31.3K 0.02%
+340
155
$31.2K 0.02%
+93
156
$31.2K 0.02%
+398
157
$31.2K 0.02%
+578
158
$30.2K 0.02%
+632
159
$29.5K 0.02%
590
160
$29.5K 0.02%
+151
161
$29.3K 0.02%
+480
162
$28.6K 0.02%
+182
163
$26.6K 0.01%
+69
164
$26K 0.01%
+1,010
165
$26K 0.01%
+138
166
$25.9K 0.01%
+461
167
$25.9K 0.01%
+1,164
168
$25.6K 0.01%
+880
169
$25.3K 0.01%
+654
170
$24.9K 0.01%
645
+285
171
$24.6K 0.01%
+124
172
$23.9K 0.01%
+303
173
$23.9K 0.01%
+286
174
$23.7K 0.01%
+1,547
175
$22.4K 0.01%
+105
5 6
7
8 9