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
176
$37.5K 0.02%
517
-21
177
$36.6K 0.01%
602
+103
178
$35.6K 0.01%
693
+243
179
$35.2K 0.01%
86
+2
180
$34.9K 0.01%
194
-250
181
$34.5K 0.01%
242
+53
182
$34.3K 0.01%
1,192
+54
183
$34K 0.01%
3,241
+3,219
184
$33.5K 0.01%
894
+2
185
$33.5K 0.01%
347
-159
186
$33.1K 0.01%
897
-750
187
$33.1K 0.01%
149
+3
188
$33K 0.01%
142
+29
189
$32.9K 0.01%
129
+6
190
$32.7K 0.01%
+1,206
191
$32.6K 0.01%
125
-58
192
$32.4K 0.01%
635
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193
$32.3K 0.01%
355
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194
$32.3K 0.01%
85
-2
195
$31.7K 0.01%
126
196
$31.6K 0.01%
1,527
+1,250
197
$31.4K 0.01%
569
-26
198
$31.4K 0.01%
59
-7
199
$31.2K 0.01%
114
+2
200
$30.9K 0.01%
961
+7
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8
9 10