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
76
$101K 0.04%
847
-253
77
$101K 0.04%
2,710
+230
78
$96.5K 0.04%
788
+73
79
$93.9K 0.04%
1,791
+87
80
$91.9K 0.04%
308
+87
81
$90K 0.04%
505
82
$90K 0.04%
1,067
+21
83
$89.4K 0.04%
4,656
+18
84
$88.4K 0.04%
1,089
+37
85
$87.7K 0.04%
900
86
$87.4K 0.04%
653
+13
87
$86.8K 0.04%
469
+29
88
$86.1K 0.04%
250
89
$85.6K 0.04%
2,000
+50
90
$83.6K 0.04%
1,388
+262
91
$83.3K 0.03%
3,444
+18
92
$81.2K 0.03%
173
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93
$76.4K 0.03%
2,027
+1,267
94
$75.4K 0.03%
+681
95
$73.8K 0.03%
961
96
$73.8K 0.03%
182
+16
97
$73.6K 0.03%
2,262
-490
98
$71.8K 0.03%
916
+57
99
$71.2K 0.03%
665
100
$71.1K 0.03%
60
2 3
4
5 6