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
751
$872 ﹤0.01%
+63
752
$869 ﹤0.01%
+6
753
$867 ﹤0.01%
+10
754
$860 ﹤0.01%
+9
755
$852 ﹤0.01%
+103
756
$844 ﹤0.01%
55
+20
757
$842 ﹤0.01%
6
758
$835 ﹤0.01%
+36
759
$828 ﹤0.01%
+366
760
$822 ﹤0.01%
+6
761
$821 ﹤0.01%
+45
762
$818 ﹤0.01%
+39
763
$811 ﹤0.01%
10
+2
764
$809 ﹤0.01%
+6
765
$805 ﹤0.01%
65
+64
766
$799 ﹤0.01%
+11
767
$797 ﹤0.01%
+17
768
$791 ﹤0.01%
10
769
$789 ﹤0.01%
+27
770
$770 ﹤0.01%
+4
771
$769 ﹤0.01%
+14
772
$761 ﹤0.01%
33
-4,110
773
$751 ﹤0.01%
+22
774
$735 ﹤0.01%
+29
775
$723 ﹤0.01%
17
29 30
31
32 33