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
151
$33.6K 0.02%
300
152
$33.5K 0.02%
162
+11
153
$30.4K 0.01%
663
+18
154
$30.2K 0.01%
593
+15
155
$30.2K 0.01%
590
156
$30K 0.01%
94
-29
157
$30K 0.01%
552
-80
158
$29.3K 0.01%
122
-102
159
$28.3K 0.01%
141
+64
160
$28.2K 0.01%
14
+2
161
$27.9K 0.01%
880
162
$27.9K 0.01%
1,054
+44
163
$27.7K 0.01%
660
+70
164
$27.6K 0.01%
748
+670
165
$27.3K 0.01%
70
-23
166
$26.9K 0.01%
55
-14
167
$25.8K 0.01%
654
168
$25.5K 0.01%
518
+4
169
$24.6K 0.01%
858
+43
170
$24.4K 0.01%
367
+85
171
$24.4K 0.01%
124
172
$23.8K 0.01%
96
-9
173
$23.2K 0.01%
110
+6
174
$23.1K 0.01%
42
+3
175
$22.9K 0.01%
897
+22
5 6
7
8 9