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
826
$524 ﹤0.01%
+12
827
$519 ﹤0.01%
+5
828
$517 ﹤0.01%
+2
829
$516 ﹤0.01%
+8
830
$516 ﹤0.01%
+50
831
$515 ﹤0.01%
+5
832
$514 ﹤0.01%
25
833
$514 ﹤0.01%
+8
834
$514 ﹤0.01%
8
835
$510 ﹤0.01%
+18
836
$510 ﹤0.01%
+6
837
$509 ﹤0.01%
+5
838
$504 ﹤0.01%
+10
839
$503 ﹤0.01%
+5
840
$502 ﹤0.01%
+20
841
$499 ﹤0.01%
+37
842
$497 ﹤0.01%
+2
843
$496 ﹤0.01%
+10
844
$495 ﹤0.01%
+21
845
$495 ﹤0.01%
+9
846
$492 ﹤0.01%
+5
847
$491 ﹤0.01%
+19
848
$491 ﹤0.01%
+128
849
$488 ﹤0.01%
+10
850
$487 ﹤0.01%
+9
32 33
34
35 36