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
301
$12.4K 0.01%
36
+13
302
$12.4K 0.01%
369
303
$12.4K 0.01%
195
+30
304
$12.4K 0.01%
539
-10
305
$12.3K 0.01%
234
+84
306
$12.2K 0.01%
+143
307
$12.2K 0.01%
456
308
$12.1K 0.01%
356
+142
309
$12.1K 0.01%
192
+59
310
$12K 0.01%
213
+78
311
$12K 0.01%
61
+27
312
$11.9K 0.01%
179
313
$11.7K ﹤0.01%
+261
314
$11.5K ﹤0.01%
88
+6
315
$11K ﹤0.01%
80
+42
316
$11K ﹤0.01%
359
+108
317
$10.9K ﹤0.01%
+1,068
318
$10.9K ﹤0.01%
141
319
$10.9K ﹤0.01%
222
+33
320
$10.9K ﹤0.01%
54
+7
321
$10.8K ﹤0.01%
68
+16
322
$10.8K ﹤0.01%
42
323
$10.5K ﹤0.01%
+82
324
$10.4K ﹤0.01%
54
+9
325
$10.4K ﹤0.01%
56
+9
11 12
13
14 15