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
526
$4.28K ﹤0.01%
33
+6
527
$4.26K ﹤0.01%
8
+1
528
$4.21K ﹤0.01%
102
+20
529
$4.2K ﹤0.01%
12
+4
530
$4.16K ﹤0.01%
9
531
$4.15K ﹤0.01%
44
+9
532
$4.12K ﹤0.01%
+70
533
$4.09K ﹤0.01%
70
+64
534
$4.05K ﹤0.01%
64
+40
535
$4.05K ﹤0.01%
62
+2
536
$4.05K ﹤0.01%
150
537
$4.05K ﹤0.01%
5
+1
538
$4.03K ﹤0.01%
122
+34
539
$4K ﹤0.01%
17
+4
540
$3.96K ﹤0.01%
54
+10
541
$3.9K ﹤0.01%
35
+4
542
$3.88K ﹤0.01%
197
+22
543
$3.88K ﹤0.01%
51
+10
544
$3.85K ﹤0.01%
23
+4
545
$3.85K ﹤0.01%
42
+6
546
$3.83K ﹤0.01%
+38
547
$3.82K ﹤0.01%
34
+7
548
$3.77K ﹤0.01%
85
+25
549
$3.76K ﹤0.01%
40
+8
550
$3.75K ﹤0.01%
21
+2
20 21
22
23 24