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
901
$430 ﹤0.01%
+11
902
$429 ﹤0.01%
+11
903
$428 ﹤0.01%
+6
904
$428 ﹤0.01%
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905
$427 ﹤0.01%
+8
906
$427 ﹤0.01%
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907
$423 ﹤0.01%
+20
908
$423 ﹤0.01%
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909
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910
$422 ﹤0.01%
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911
$421 ﹤0.01%
+6
912
$419 ﹤0.01%
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913
$418 ﹤0.01%
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914
$417 ﹤0.01%
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915
$417 ﹤0.01%
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916
$417 ﹤0.01%
+5
917
$416 ﹤0.01%
+20
918
$416 ﹤0.01%
37
+1
919
$415 ﹤0.01%
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920
$415 ﹤0.01%
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921
$415 ﹤0.01%
+13
922
$414 ﹤0.01%
+8
923
$414 ﹤0.01%
+15
924
$411 ﹤0.01%
+8
925
$410 ﹤0.01%
+4
35 36
37
38 39