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
701
$1.31K ﹤0.01%
49
+37
702
$1.31K ﹤0.01%
+56
703
$1.29K ﹤0.01%
24
704
$1.29K ﹤0.01%
+35
705
$1.28K ﹤0.01%
+48
706
$1.26K ﹤0.01%
+20
707
$1.26K ﹤0.01%
7
708
$1.22K ﹤0.01%
13
709
$1.22K ﹤0.01%
22
-2,178
710
$1.2K ﹤0.01%
+89
711
$1.19K ﹤0.01%
8
+2
712
$1.17K ﹤0.01%
+327
713
$1.17K ﹤0.01%
27
+4
714
$1.16K ﹤0.01%
+103
715
$1.16K ﹤0.01%
+12
716
$1.16K ﹤0.01%
31
717
$1.16K ﹤0.01%
20
+11
718
$1.16K ﹤0.01%
540
719
$1.15K ﹤0.01%
+48
720
$1.15K ﹤0.01%
8
+4
721
$1.11K ﹤0.01%
+10
722
$1.11K ﹤0.01%
8
+5
723
$1.1K ﹤0.01%
265
+122
724
$1.09K ﹤0.01%
13
725
$1.08K ﹤0.01%
+16
27 28
29
30 31