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
26
$1.05M 0.44%
12,120
-8,550
27
$881K 0.37%
12,618
+314
28
$840K 0.35%
27,156
-8,722
29
$807K 0.34%
45,260
+8,440
30
$652K 0.27%
15,427
-28,685
31
$629K 0.26%
4,911
-303
32
$572K 0.24%
4,388
+349
33
$551K 0.23%
29,380
+8,112
34
$510K 0.21%
17,764
+346
35
$473K 0.2%
11,170
+2,680
36
$462K 0.19%
18,777
+1,532
37
$439K 0.18%
2,258
+19
38
$422K 0.18%
6,013
+122
39
$386K 0.16%
3,190
+169
40
$352K 0.15%
2,321
+59
41
$342K 0.14%
6,540
-735
42
$327K 0.14%
2,734
+366
43
$319K 0.13%
1,128
-110
44
$318K 0.13%
6,138
+423
45
$280K 0.12%
2,607
+149
46
$274K 0.11%
3,784
+68
47
$231K 0.1%
3,180
+509
48
$224K 0.09%
1,009
-95
49
$217K 0.09%
1,881
+176
50
$207K 0.09%
1,707
+7
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2
3 4 5