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
801
$586 ﹤0.01%
5
802
$585 ﹤0.01%
+27
803
$583 ﹤0.01%
5
-62
804
$578 ﹤0.01%
51
+47
805
$573 ﹤0.01%
+4
806
$573 ﹤0.01%
+8
807
$570 ﹤0.01%
+3
808
$566 ﹤0.01%
14
809
$565 ﹤0.01%
+10
810
$561 ﹤0.01%
+28
811
$559 ﹤0.01%
56
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812
$556 ﹤0.01%
2
813
$555 ﹤0.01%
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$553 ﹤0.01%
+251
815
$552 ﹤0.01%
+6
816
$549 ﹤0.01%
+20
817
$546 ﹤0.01%
+28
818
$544 ﹤0.01%
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819
$543 ﹤0.01%
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820
$543 ﹤0.01%
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821
$540 ﹤0.01%
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822
$531 ﹤0.01%
+5
823
$526 ﹤0.01%
30
824
$526 ﹤0.01%
18
825
$525 ﹤0.01%
+21
31 32
33
34 35