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
276
$14.3K 0.01%
57
+23
277
$14.1K 0.01%
100
+77
278
$14.1K 0.01%
122
+35
279
$14.1K 0.01%
29
+9
280
$14.1K 0.01%
203
+27
281
$14.1K 0.01%
162
+45
282
$13.9K 0.01%
344
+76
283
$13.9K 0.01%
338
284
$13.9K 0.01%
602
+69
285
$13.8K 0.01%
+350
286
$13.6K 0.01%
+381
287
$13.5K 0.01%
80
+9
288
$13.4K 0.01%
19
+5
289
$13.3K 0.01%
380
+286
290
$13.3K 0.01%
44
+16
291
$13.1K 0.01%
53
+14
292
$13.1K 0.01%
154
+1
293
$13K 0.01%
240
+14
294
$12.9K 0.01%
104
+52
295
$12.9K 0.01%
225
+119
296
$12.9K 0.01%
37
+13
297
$12.8K 0.01%
30
+9
298
$12.7K 0.01%
135
+40
299
$12.6K 0.01%
110
+45
300
$12.5K 0.01%
166
+70
10 11
12
13 14