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
1026
$314 ﹤0.01%
+10
1027
$314 ﹤0.01%
+18
1028
$313 ﹤0.01%
+2
1029
$313 ﹤0.01%
+57
1030
$312 ﹤0.01%
+9
1031
$312 ﹤0.01%
+22
1032
$311 ﹤0.01%
+4
1033
$311 ﹤0.01%
+15
1034
$311 ﹤0.01%
+9
1035
$309 ﹤0.01%
+11
1036
$309 ﹤0.01%
+12
1037
$307 ﹤0.01%
+25
1038
$306 ﹤0.01%
+2
1039
$306 ﹤0.01%
+12
1040
$304 ﹤0.01%
+4
1041
$304 ﹤0.01%
+15
1042
$303 ﹤0.01%
+75
1043
$301 ﹤0.01%
+31
1044
$299 ﹤0.01%
+5
1045
$298 ﹤0.01%
+13
1046
$297 ﹤0.01%
+3
1047
$297 ﹤0.01%
+11
1048
$297 ﹤0.01%
+5
1049
$296 ﹤0.01%
+14
1050
$296 ﹤0.01%
+11
40 41
42
43 44