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
351
$9.34K ﹤0.01%
112
+32
352
$9.3K ﹤0.01%
241
+33
353
$9.26K ﹤0.01%
43
354
$9.24K ﹤0.01%
102
+11
355
$9.21K ﹤0.01%
367
356
$9.2K ﹤0.01%
+105
357
$9.09K ﹤0.01%
200
358
$9.05K ﹤0.01%
289
+107
359
$9.04K ﹤0.01%
59
+28
360
$9.04K ﹤0.01%
144
+59
361
$8.96K ﹤0.01%
48
-67
362
$8.9K ﹤0.01%
179
+80
363
$8.75K ﹤0.01%
108
+44
364
$8.74K ﹤0.01%
520
+178
365
$8.73K ﹤0.01%
87
+30
366
$8.69K ﹤0.01%
11
+4
367
$8.68K ﹤0.01%
19
+2
368
$8.66K ﹤0.01%
+168
369
$8.6K ﹤0.01%
22
+5
370
$8.57K ﹤0.01%
188
+92
371
$8.54K ﹤0.01%
113
+8
372
$8.53K ﹤0.01%
29
+13
373
$8.51K ﹤0.01%
29
+6
374
$8.37K ﹤0.01%
50
+19
375
$8.35K ﹤0.01%
187
+78
13 14
15
16 17