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
476
$5.17K ﹤0.01%
11
477
$5.09K ﹤0.01%
296
+55
478
$5.08K ﹤0.01%
104
+8
479
$5.04K ﹤0.01%
81
480
$5.02K ﹤0.01%
62
+50
481
$5.01K ﹤0.01%
46
+9
482
$5K ﹤0.01%
208
483
$4.99K ﹤0.01%
2
484
$4.97K ﹤0.01%
13
+2
485
$4.96K ﹤0.01%
148
+15
486
$4.95K ﹤0.01%
80
+13
487
$4.95K ﹤0.01%
109
488
$4.92K ﹤0.01%
+142
489
$4.91K ﹤0.01%
226
490
$4.85K ﹤0.01%
250
491
$4.8K ﹤0.01%
47
+7
492
$4.78K ﹤0.01%
150
493
$4.76K ﹤0.01%
87
+15
494
$4.71K ﹤0.01%
130
+36
495
$4.7K ﹤0.01%
75
+13
496
$4.68K ﹤0.01%
148
+17
497
$4.68K ﹤0.01%
53
+4
498
$4.67K ﹤0.01%
19
+3
499
$4.64K ﹤0.01%
27
+2
500
$4.64K ﹤0.01%
49
+4
18 19
20
21 22