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
601
$2.78K ﹤0.01%
12
602
$2.78K ﹤0.01%
165
603
$2.73K ﹤0.01%
22
+4
604
$2.63K ﹤0.01%
33
+3
605
$2.59K ﹤0.01%
+45
606
$2.58K ﹤0.01%
52
+9
607
$2.58K ﹤0.01%
47
+3
608
$2.54K ﹤0.01%
100
+12
609
$2.54K ﹤0.01%
+52
610
$2.52K ﹤0.01%
34
611
$2.51K ﹤0.01%
17
+8
612
$2.5K ﹤0.01%
+16
613
$2.46K ﹤0.01%
+62
614
$2.45K ﹤0.01%
53
-125
615
$2.42K ﹤0.01%
224
+63
616
$2.4K ﹤0.01%
176
617
$2.39K ﹤0.01%
+40
618
$2.37K ﹤0.01%
114
+25
619
$2.36K ﹤0.01%
124
+77
620
$2.36K ﹤0.01%
25
+10
621
$2.35K ﹤0.01%
+123
622
$2.34K ﹤0.01%
126
623
$2.32K ﹤0.01%
8
+2
624
$2.31K ﹤0.01%
11
+1
625
$2.31K ﹤0.01%
8
23 24
25
26 27