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
1
$16.7M 9.01%
254,845
+21,914
2
$16.2M 8.74%
242,672
+17,804
3
$16.2M 8.72%
444,344
+46,456
4
$15.7M 8.48%
180,053
+6,465
5
$15.5M 8.35%
359,835
+36,368
6
$12.6M 6.79%
130,634
+7,008
7
$11.8M 6.36%
32,860
+8,510
8
$11.3M 6.1%
799,806
-18,420
9
$7.37M 3.98%
41,042
-43,934
10
$5.75M 3.11%
17,521
+13,137
11
$5.63M 3.04%
32,961
+3,379
12
$5.16M 2.79%
141,434
+10,249
13
$4.62M 2.5%
87,758
+41,354
14
$4.17M 2.25%
15,704
+2,690
15
$3.39M 1.83%
24,537
+5,743
16
$2.54M 1.37%
15,544
+55
17
$2.31M 1.25%
29,021
-12,690
18
$2.1M 1.13%
20,475
-1,150
19
$1.26M 0.68%
24,661
+24
20
$1.26M 0.68%
39,777
-17,669
21
$1.22M 0.66%
15,242
+2,546
22
$1.07M 0.58%
26,564
+11,968
23
$1.02M 0.55%
4,382
+579
24
$968K 0.52%
2,710
+210
25
$942K 0.51%
49,836
-4,686
1
2 3 4 5