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
451
$5.71K ﹤0.01%
42
+7
452
$5.71K ﹤0.01%
47
+2
453
$5.7K ﹤0.01%
82
+16
454
$5.69K ﹤0.01%
110
455
$5.67K ﹤0.01%
526
+26
456
$5.66K ﹤0.01%
44
+2
457
$5.65K ﹤0.01%
70
+16
458
$5.56K ﹤0.01%
105
+51
459
$5.55K ﹤0.01%
29
+3
460
$5.55K ﹤0.01%
30
+10
461
$5.48K ﹤0.01%
131
+61
462
$5.36K ﹤0.01%
275
+3
463
$5.32K ﹤0.01%
71
+15
464
$5.28K ﹤0.01%
38
+8
465
$5.28K ﹤0.01%
88
+27
466
$5.27K ﹤0.01%
47
+7
467
$5.26K ﹤0.01%
+590
468
$5.26K ﹤0.01%
57
+12
469
$5.25K ﹤0.01%
4
+2
470
$5.23K ﹤0.01%
+178
471
$5.22K ﹤0.01%
128
+10
472
$5.21K ﹤0.01%
58
+29
473
$5.2K ﹤0.01%
23
+12
474
$5.18K ﹤0.01%
131
+18
475
$5.18K ﹤0.01%
11
+7
17 18
19
20 21