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
651
$1.95K ﹤0.01%
87
-171
652
$1.92K ﹤0.01%
+14
653
$1.91K ﹤0.01%
+11
654
$1.89K ﹤0.01%
+43
655
$1.88K ﹤0.01%
7
+1
656
$1.88K ﹤0.01%
120
+40
657
$1.83K ﹤0.01%
+16
658
$1.8K ﹤0.01%
+51
659
$1.76K ﹤0.01%
+27
660
$1.71K ﹤0.01%
+95
661
$1.71K ﹤0.01%
+5
662
$1.68K ﹤0.01%
20
663
$1.67K ﹤0.01%
24
664
$1.65K ﹤0.01%
26
665
$1.64K ﹤0.01%
48
-33
666
$1.64K ﹤0.01%
11
+1
667
$1.64K ﹤0.01%
+50
668
$1.63K ﹤0.01%
+22
669
$1.63K ﹤0.01%
+5
670
$1.62K ﹤0.01%
+80
671
$1.62K ﹤0.01%
+15
672
$1.61K ﹤0.01%
101
+14
673
$1.58K ﹤0.01%
+24
674
$1.57K ﹤0.01%
+202
675
$1.55K ﹤0.01%
+30
25 26
27
28 29