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
576
$3.28K ﹤0.01%
+545
577
$3.26K ﹤0.01%
76
+16
578
$3.25K ﹤0.01%
33
+5
579
$3.24K ﹤0.01%
6
+1
580
$3.22K ﹤0.01%
17
+2
581
$3.22K ﹤0.01%
63
+21
582
$3.16K ﹤0.01%
27
583
$3.16K ﹤0.01%
84
+14
584
$3.14K ﹤0.01%
60
+48
585
$3.13K ﹤0.01%
21
+2
586
$3.13K ﹤0.01%
156
+30
587
$3.13K ﹤0.01%
30
588
$3.13K ﹤0.01%
81
+16
589
$3.12K ﹤0.01%
14
+3
590
$3.12K ﹤0.01%
21
+8
591
$3.09K ﹤0.01%
53
+4
592
$3.08K ﹤0.01%
37
-63
593
$3K ﹤0.01%
94
+17
594
$2.96K ﹤0.01%
76
+22
595
$2.94K ﹤0.01%
56
+3
596
$2.91K ﹤0.01%
28
597
$2.89K ﹤0.01%
9
598
$2.85K ﹤0.01%
15
+5
599
$2.85K ﹤0.01%
39
600
$2.83K ﹤0.01%
168
22 23
24
25 26