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
551
$3.73K ﹤0.01%
+48
552
$3.72K ﹤0.01%
37
+7
553
$3.69K ﹤0.01%
+37
554
$3.66K ﹤0.01%
33
555
$3.61K ﹤0.01%
16
+2
556
$3.61K ﹤0.01%
9
+1
557
$3.6K ﹤0.01%
16
558
$3.6K ﹤0.01%
16
+9
559
$3.6K ﹤0.01%
76
+20
560
$3.56K ﹤0.01%
44
+10
561
$3.55K ﹤0.01%
42
+29
562
$3.52K ﹤0.01%
15
563
$3.51K ﹤0.01%
21
564
$3.5K ﹤0.01%
32
+8
565
$3.45K ﹤0.01%
39
566
$3.42K ﹤0.01%
23
+13
567
$3.4K ﹤0.01%
173
568
$3.4K ﹤0.01%
341
569
$3.4K ﹤0.01%
191
+12
570
$3.38K ﹤0.01%
+56
571
$3.37K ﹤0.01%
60
+12
572
$3.31K ﹤0.01%
20
+2
573
$3.31K ﹤0.01%
34
+2
574
$3.3K ﹤0.01%
50
+10
575
$3.29K ﹤0.01%
66
21 22
23
24 25