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
201
$17.7K 0.01%
125
+17
202
$17.5K 0.01%
45
-6
203
$17K 0.01%
549
204
$17K 0.01%
69
+19
205
$16.7K 0.01%
115
+17
206
$16.6K 0.01%
405
207
$16.1K 0.01%
40
208
$16.1K 0.01%
309
+4
209
$16.1K 0.01%
120
210
$16K 0.01%
49
+21
211
$15.9K 0.01%
485
+125
212
$15.7K 0.01%
266
+40
213
$15.5K 0.01%
153
+51
214
$15.4K 0.01%
245
-23
215
$15.3K 0.01%
439
-52
216
$15.2K 0.01%
167
217
$15.1K 0.01%
91
+5
218
$14.9K 0.01%
432
219
$14.9K 0.01%
161
220
$14.6K 0.01%
61
+31
221
$14.6K 0.01%
68
222
$14.5K 0.01%
152
+1
223
$14.1K 0.01%
97
-40
224
$14.1K 0.01%
+152
225
$13.6K 0.01%
45
+5
7 8
9
10 11