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
151
$48.5K 0.02%
819
+84
152
$48.2K 0.02%
307
+78
153
$48.2K 0.02%
230
+19
154
$47.9K 0.02%
239
-10
155
$47.8K 0.02%
354
156
$47.5K 0.02%
527
+15
157
$47.4K 0.02%
2,824
+770
158
$46.8K 0.02%
+1,341
159
$46.1K 0.02%
102
+31
160
$45.7K 0.02%
176
+64
161
$45.6K 0.02%
308
-13
162
$44.8K 0.02%
152
+1
163
$43.9K 0.02%
1,001
+1
164
$43.8K 0.02%
62
165
$43.6K 0.02%
+1,024
166
$43.6K 0.02%
130
167
$43.3K 0.02%
464
+30
168
$43.1K 0.02%
53
169
$42.4K 0.02%
464
+74
170
$40.5K 0.02%
389
171
$40.3K 0.02%
85
-23
172
$40K 0.02%
272
+31
173
$38.5K 0.02%
+1,474
174
$37.9K 0.02%
617
175
$37.8K 0.02%
93
+43
5 6
7
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