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
376
$8.35K ﹤0.01%
38
+9
377
$8.28K ﹤0.01%
93
+46
378
$8.26K ﹤0.01%
233
+153
379
$8.26K ﹤0.01%
29
+4
380
$8.21K ﹤0.01%
40
+11
381
$8.2K ﹤0.01%
73
+8
382
$8.07K ﹤0.01%
247
+28
383
$8.04K ﹤0.01%
71
+4
384
$8.02K ﹤0.01%
+46
385
$7.95K ﹤0.01%
54
+5
386
$7.85K ﹤0.01%
10
387
$7.79K ﹤0.01%
95
+15
388
$7.78K ﹤0.01%
38
+3
389
$7.76K ﹤0.01%
82
+46
390
$7.66K ﹤0.01%
23
+11
391
$7.65K ﹤0.01%
135
+51
392
$7.64K ﹤0.01%
442
+233
393
$7.59K ﹤0.01%
107
+4
394
$7.59K ﹤0.01%
90
+36
395
$7.58K ﹤0.01%
89
+46
396
$7.41K ﹤0.01%
65
+7
397
$7.39K ﹤0.01%
2,071
+24
398
$7.35K ﹤0.01%
162
+159
399
$7.34K ﹤0.01%
278
+16
400
$7.3K ﹤0.01%
216
+53
14 15
16
17 18