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
501
$4.64K ﹤0.01%
96
+1
502
$4.64K ﹤0.01%
68
-8
503
$4.63K ﹤0.01%
41
-13
504
$4.62K ﹤0.01%
368
-37
505
$4.61K ﹤0.01%
58
506
$4.6K ﹤0.01%
68
+6
507
$4.6K ﹤0.01%
105
508
$4.58K ﹤0.01%
42
+4
509
$4.57K ﹤0.01%
107
+32
510
$4.57K ﹤0.01%
48
+6
511
$4.52K ﹤0.01%
18
+2
512
$4.49K ﹤0.01%
55
+5
513
$4.48K ﹤0.01%
49
514
$4.46K ﹤0.01%
111
+47
515
$4.44K ﹤0.01%
155
+94
516
$4.41K ﹤0.01%
65
517
$4.38K ﹤0.01%
98
+12
518
$4.37K ﹤0.01%
20
519
$4.37K ﹤0.01%
+38
520
$4.36K ﹤0.01%
57
+40
521
$4.35K ﹤0.01%
+6
522
$4.32K ﹤0.01%
38
+2
523
$4.32K ﹤0.01%
45
524
$4.31K ﹤0.01%
22
+3
525
$4.28K ﹤0.01%
38
+10
19 20
21
22 23