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
176
$22.3K 0.01%
514
+1
177
$22.3K 0.01%
+73
178
$21.6K 0.01%
+590
179
$21.5K 0.01%
+104
180
$20.8K 0.01%
+218
181
$20.8K 0.01%
216
182
$20.6K 0.01%
592
183
$20.6K 0.01%
+85
184
$20.5K 0.01%
+875
185
$20.4K 0.01%
+138
186
$20.3K 0.01%
+338
187
$20.2K 0.01%
+158
188
$20.1K 0.01%
322
+3
189
$19.8K 0.01%
+39
190
$19.8K 0.01%
+120
191
$19.7K 0.01%
+122
192
$19.7K 0.01%
+12
193
$19.4K 0.01%
118
194
$19.3K 0.01%
+512
195
$19.3K 0.01%
+51
196
$19K 0.01%
176
197
$18.8K 0.01%
+370
198
$18.6K 0.01%
+348
199
$18.2K 0.01%
+100
200
$18K 0.01%
+124
6 7
8
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