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
51
$203K 0.08%
1,427
+40
52
$200K 0.08%
1,230
-23
53
$194K 0.08%
819
+317
54
$192K 0.08%
1,162
+92
55
$188K 0.08%
1,392
+191
56
$177K 0.07%
328
+33
57
$175K 0.07%
1,203
+134
58
$174K 0.07%
562
+55
59
$174K 0.07%
509
+18
60
$163K 0.07%
3,690
+170
61
$161K 0.07%
9,348
-1,434
62
$155K 0.06%
982
+145
63
$147K 0.06%
1,682
-67
64
$145K 0.06%
1,875
+5
65
$132K 0.06%
838
66
$127K 0.05%
521
+1
67
$125K 0.05%
260
+55
68
$123K 0.05%
429
+27
69
$116K 0.05%
1,800
70
$115K 0.05%
236
-94
71
$114K 0.05%
290
-1
72
$113K 0.05%
537
-32
73
$112K 0.05%
1,506
+164
74
$106K 0.04%
417
+1
75
$103K 0.04%
946
+182
1 2
3
4 5