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
1076
$281 ﹤0.01%
+2
1077
$281 ﹤0.01%
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1078
$280 ﹤0.01%
+3
1079
$279 ﹤0.01%
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1080
$278 ﹤0.01%
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1083
$277 ﹤0.01%
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$276 ﹤0.01%
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1087
$275 ﹤0.01%
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1088
$274 ﹤0.01%
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1089
$274 ﹤0.01%
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1090
$273 ﹤0.01%
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1091
$273 ﹤0.01%
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1092
$273 ﹤0.01%
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1093
$272 ﹤0.01%
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$272 ﹤0.01%
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1095
$272 ﹤0.01%
+4
1096
$271 ﹤0.01%
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1097
$271 ﹤0.01%
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1098
$270 ﹤0.01%
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1099
$270 ﹤0.01%
+2
1100
$268 ﹤0.01%
+11
42 43
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