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
626
$2.29K ﹤0.01%
+99
627
$2.28K ﹤0.01%
16
628
$2.27K ﹤0.01%
+11
629
$2.27K ﹤0.01%
21
-22
630
$2.26K ﹤0.01%
19
+1
631
$2.25K ﹤0.01%
66
632
$2.24K ﹤0.01%
54
633
$2.23K ﹤0.01%
+139
634
$2.23K ﹤0.01%
24
635
$2.14K ﹤0.01%
22
636
$2.13K ﹤0.01%
8
+1
637
$2.12K ﹤0.01%
26
638
$2.1K ﹤0.01%
+46
639
$2.1K ﹤0.01%
+26
640
$2.1K ﹤0.01%
23
+6
641
$2.09K ﹤0.01%
+24
642
$2.07K ﹤0.01%
56
643
$2.04K ﹤0.01%
33
+7
644
$2.04K ﹤0.01%
79
645
$2.01K ﹤0.01%
37
+9
646
$2K ﹤0.01%
96
-3
647
$2K ﹤0.01%
+10
648
$1.99K ﹤0.01%
32
+10
649
$1.97K ﹤0.01%
20
+14
650
$1.95K ﹤0.01%
6
24 25
26
27 28