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
326
$10.3K ﹤0.01%
+96
327
$10.2K ﹤0.01%
+101
328
$10.2K ﹤0.01%
541
+12
329
$10.1K ﹤0.01%
165
330
$10K ﹤0.01%
20
-26
331
$10K ﹤0.01%
+340
332
$9.99K ﹤0.01%
509
+6
333
$9.96K ﹤0.01%
71
+22
334
$9.92K ﹤0.01%
136
+42
335
$9.84K ﹤0.01%
+292
336
$9.81K ﹤0.01%
320
+1
337
$9.79K ﹤0.01%
+340
338
$9.77K ﹤0.01%
84
+66
339
$9.75K ﹤0.01%
89
+27
340
$9.74K ﹤0.01%
80
+21
341
$9.69K ﹤0.01%
228
+96
342
$9.61K ﹤0.01%
304
+2
343
$9.6K ﹤0.01%
32
+5
344
$9.56K ﹤0.01%
+126
345
$9.52K ﹤0.01%
200
346
$9.45K ﹤0.01%
247
+13
347
$9.45K ﹤0.01%
123
+59
348
$9.4K ﹤0.01%
284
+34
349
$9.38K ﹤0.01%
510
+3
350
$9.36K ﹤0.01%
+118
12 13
14
15 16