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
$239M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,229
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.18M
3
+$2.73M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.17M

Top Sells

1
+$6.52M
2
+$1.21M
3
+$742K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$270K
5
VPU icon
Vanguard Utilities ETF
VPU
+$128K

Sector Composition

1 Technology 4.32%
2 Consumer Discretionary 2.9%
3 Financials 1.17%
4 Energy 0.99%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.5K 0.01%
327
+32
227
$18.2K 0.01%
131
-3
228
$18.1K 0.01%
123
+3
229
$17.9K 0.01%
104
+27
230
$17.8K 0.01%
135
+5
231
$17.7K 0.01%
120
232
$17.7K 0.01%
108
+11
233
$17.7K 0.01%
130
234
$17.5K 0.01%
194
+8
235
$17.5K 0.01%
368
+8
236
$17.4K 0.01%
436
+66
237
$17.2K 0.01%
366
+295
238
$17.1K 0.01%
238
+47
239
$17K 0.01%
1,126
+313
240
$17K 0.01%
1,843
+87
241
$17K 0.01%
69
+8
242
$16.9K 0.01%
75
+6
243
$16.8K 0.01%
73
244
$16.8K 0.01%
364
+111
245
$16.7K 0.01%
379
246
$16.7K 0.01%
86
+22
247
$16.5K 0.01%
47
+11
248
$16.5K 0.01%
68
249
$16.4K 0.01%
130
+48
250
$16.4K 0.01%
89
+28
8 9
10
11 12