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
726
$1.07K ﹤0.01%
25
+10
727
$1.06K ﹤0.01%
+332
728
$1.05K ﹤0.01%
40
729
$1.05K ﹤0.01%
4
+1
730
$1.03K ﹤0.01%
33
+4
731
$1.03K ﹤0.01%
11
-22
732
$1.03K ﹤0.01%
+32
733
$1.02K ﹤0.01%
10
+2
734
$1.01K ﹤0.01%
+118
735
$1.01K ﹤0.01%
3
+1
736
$999 ﹤0.01%
+3
737
$987 ﹤0.01%
+8
738
$986 ﹤0.01%
+12
739
$983 ﹤0.01%
74
-7
740
$970 ﹤0.01%
4
741
$952 ﹤0.01%
+275
742
$940 ﹤0.01%
100
743
$926 ﹤0.01%
7
+1
744
$923 ﹤0.01%
120
745
$922 ﹤0.01%
+32
746
$910 ﹤0.01%
+7
747
$908 ﹤0.01%
5
+3
748
$886 ﹤0.01%
+6
749
$879 ﹤0.01%
+6
750
$872 ﹤0.01%
+4
28 29
30
31 32