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
401
$7.22K ﹤0.01%
60
+8
402
$7.18K ﹤0.01%
61
+9
403
$7.14K ﹤0.01%
47
+12
404
$7.1K ﹤0.01%
103
405
$7.09K ﹤0.01%
230
406
$7.06K ﹤0.01%
34
+6
407
$7.02K ﹤0.01%
125
408
$7.01K ﹤0.01%
61
409
$6.98K ﹤0.01%
61
+16
410
$6.96K ﹤0.01%
244
+69
411
$6.94K ﹤0.01%
118
+13
412
$6.88K ﹤0.01%
35
+4
413
$6.87K ﹤0.01%
272
414
$6.87K ﹤0.01%
77
+10
415
$6.84K ﹤0.01%
201
416
$6.8K ﹤0.01%
42
+5
417
$6.79K ﹤0.01%
104
+48
418
$6.78K ﹤0.01%
39
+7
419
$6.77K ﹤0.01%
+356
420
$6.73K ﹤0.01%
14
+3
421
$6.7K ﹤0.01%
213
+54
422
$6.62K ﹤0.01%
115
+14
423
$6.61K ﹤0.01%
20
+8
424
$6.58K ﹤0.01%
63
+6
425
$6.55K ﹤0.01%
32
+3
15 16
17
18 19