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
176
$22.9K 0.01%
324
+2
177
$22.8K 0.01%
217
+1
178
$22.8K 0.01%
601
+9
179
$22.5K 0.01%
455
+193
180
$22.4K 0.01%
2,045
181
$22.4K 0.01%
400
+50
182
$22.4K 0.01%
158
183
$22.2K 0.01%
361
+23
184
$22.1K 0.01%
96
+3
185
$21.9K 0.01%
176
186
$21.6K 0.01%
980
-1,072
187
$21.6K 0.01%
108
-30
188
$21.3K 0.01%
647
-1,013
189
$20.9K 0.01%
63
+30
190
$20.8K 0.01%
245
-58
191
$20.6K 0.01%
118
192
$19.9K 0.01%
395
+26
193
$19.5K 0.01%
38
+15
194
$19.2K 0.01%
299
195
$19.1K 0.01%
80
196
$19K 0.01%
256
+2
197
$19K 0.01%
338
198
$17.8K 0.01%
128
199
$17.7K 0.01%
119
-19
200
$17.7K 0.01%
295
6 7
8
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