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
1101
$268 ﹤0.01%
8
1102
$267 ﹤0.01%
+12
1103
$266 ﹤0.01%
+8
1104
$265 ﹤0.01%
+53
1105
$263 ﹤0.01%
+19
1106
$263 ﹤0.01%
+7
1107
$262 ﹤0.01%
+4
1108
$262 ﹤0.01%
+8
1109
$259 ﹤0.01%
+2
1110
$258 ﹤0.01%
+13
1111
$256 ﹤0.01%
+12
1112
$255 ﹤0.01%
+11
1113
$253 ﹤0.01%
+2
1114
$253 ﹤0.01%
+3
1115
$252 ﹤0.01%
15
1116
$252 ﹤0.01%
+2
1117
$250 ﹤0.01%
+8
1118
$250 ﹤0.01%
+10
1119
$241 ﹤0.01%
+6
1120
$239 ﹤0.01%
+2
1121
$237 ﹤0.01%
+3
1122
$237 ﹤0.01%
+6
1123
$235 ﹤0.01%
+1
1124
$235 ﹤0.01%
+19
1125
$235 ﹤0.01%
+3
43 44
45
46 47