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
251
$16.2K 0.01%
332
252
$16.2K 0.01%
122
+38
253
$16K 0.01%
252
+2
254
$16K 0.01%
280
+5
255
$15.8K 0.01%
114
+45
256
$15.8K 0.01%
623
+580
257
$15.7K 0.01%
63
+17
258
$15.7K 0.01%
432
259
$15.7K 0.01%
97
260
$15.7K 0.01%
167
261
$15.5K 0.01%
+254
262
$15.5K 0.01%
524
+346
263
$15.4K 0.01%
58
+16
264
$15.3K 0.01%
+305
265
$15.3K 0.01%
198
+31
266
$15.3K 0.01%
198
+101
267
$15.2K 0.01%
35
+17
268
$15.1K 0.01%
291
+81
269
$15K 0.01%
64
+25
270
$15K 0.01%
309
271
$14.8K 0.01%
179
272
$14.6K 0.01%
2,045
273
$14.3K 0.01%
263
+1
274
$14.3K 0.01%
+287
275
$14.3K 0.01%
65
+11
9 10
11
12 13