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
426
$6.54K ﹤0.01%
75
+22
427
$6.52K ﹤0.01%
54
+13
428
$6.52K ﹤0.01%
+143
429
$6.52K ﹤0.01%
29
430
$6.48K ﹤0.01%
+80
431
$6.45K ﹤0.01%
+141
432
$6.43K ﹤0.01%
35
+19
433
$6.41K ﹤0.01%
67
+9
434
$6.36K ﹤0.01%
27
+5
435
$6.36K ﹤0.01%
292
436
$6.36K ﹤0.01%
33
+7
437
$6.31K ﹤0.01%
7
+1
438
$6.27K ﹤0.01%
19
+7
439
$6.27K ﹤0.01%
87
+38
440
$6.21K ﹤0.01%
21
+9
441
$6.15K ﹤0.01%
107
+12
442
$6.09K ﹤0.01%
36
+20
443
$6.04K ﹤0.01%
68
+19
444
$5.98K ﹤0.01%
34
+4
445
$5.97K ﹤0.01%
41
+3
446
$5.88K ﹤0.01%
16
+1
447
$5.84K ﹤0.01%
+95
448
$5.82K ﹤0.01%
+141
449
$5.81K ﹤0.01%
+70
450
$5.79K ﹤0.01%
13
+2
16 17
18
19 20