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
1001
$339 ﹤0.01%
+4
1002
$338 ﹤0.01%
+8
1003
$337 ﹤0.01%
+8
1004
$336 ﹤0.01%
+32
1005
$336 ﹤0.01%
+17
1006
$333 ﹤0.01%
+12
1007
$333 ﹤0.01%
+9
1008
$331 ﹤0.01%
+8
1009
$329 ﹤0.01%
+3
1010
$328 ﹤0.01%
+8
1011
$325 ﹤0.01%
+20
1012
$324 ﹤0.01%
+20
1013
$323 ﹤0.01%
+24
1014
$322 ﹤0.01%
+26
1015
$321 ﹤0.01%
+14
1016
$321 ﹤0.01%
+20
1017
$320 ﹤0.01%
+9
1018
$319 ﹤0.01%
+24
1019
$319 ﹤0.01%
+3
1020
$319 ﹤0.01%
+19
1021
$318 ﹤0.01%
+70
1022
$318 ﹤0.01%
+14
1023
$317 ﹤0.01%
+7
1024
$317 ﹤0.01%
+2
1025
$316 ﹤0.01%
+9
39 40
41
42 43