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
201
$30.5K 0.01%
163
-1
202
$30.3K 0.01%
196
+10
203
$29.6K 0.01%
113
+53
204
$29.5K 0.01%
95
+38
205
$29.1K 0.01%
502
-521
206
$28.2K 0.01%
342
+154
207
$28.1K 0.01%
173
+7
208
$27.9K 0.01%
146
+79
209
$27.8K 0.01%
32
+7
210
$27.7K 0.01%
358
-76
211
$27.5K 0.01%
908
+11
212
$27.2K 0.01%
1,886
+25
213
$26.8K 0.01%
756
+90
214
$26.7K 0.01%
57
+39
215
$26.3K 0.01%
166
+8
216
$26K 0.01%
152
-11
217
$25.9K 0.01%
223
-5
218
$25.6K 0.01%
95
-33
219
$25.5K 0.01%
66
+15
220
$24.9K 0.01%
102
+9
221
$24.9K 0.01%
643
+18
222
$24.8K 0.01%
617
+12
223
$24.3K 0.01%
444
+27
224
$24.3K 0.01%
182
-4
225
$24.3K 0.01%
53
+4
7 8
9
10 11