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
676
$1.55K ﹤0.01%
+58
677
$1.54K ﹤0.01%
14
+2
678
$1.53K ﹤0.01%
+24
679
$1.51K ﹤0.01%
26
+16
680
$1.51K ﹤0.01%
+191
681
$1.5K ﹤0.01%
43
-33
682
$1.48K ﹤0.01%
+8
683
$1.48K ﹤0.01%
34
684
$1.42K ﹤0.01%
+39
685
$1.41K ﹤0.01%
+42
686
$1.4K ﹤0.01%
+21
687
$1.4K ﹤0.01%
78
+6
688
$1.4K ﹤0.01%
+46
689
$1.39K ﹤0.01%
+110
690
$1.38K ﹤0.01%
+53
691
$1.37K ﹤0.01%
53
+22
692
$1.37K ﹤0.01%
+177
693
$1.35K ﹤0.01%
+38
694
$1.35K ﹤0.01%
17
+5
695
$1.34K ﹤0.01%
+36
696
$1.34K ﹤0.01%
+31
697
$1.34K ﹤0.01%
71
698
$1.34K ﹤0.01%
+566
699
$1.33K ﹤0.01%
+220
700
$1.32K ﹤0.01%
+49
26 27
28
29 30