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
1126
$233 ﹤0.01%
+8
1127
$233 ﹤0.01%
+6
1128
$231 ﹤0.01%
+14
1129
$230 ﹤0.01%
+3
1130
$229 ﹤0.01%
+2
1131
$229 ﹤0.01%
+14
1132
$227 ﹤0.01%
+6
1133
$226 ﹤0.01%
+7
1134
$225 ﹤0.01%
+19
1135
$224 ﹤0.01%
+6
1136
$223 ﹤0.01%
+15
1137
$223 ﹤0.01%
+16
1138
$222 ﹤0.01%
+7
1139
$221 ﹤0.01%
+9
1140
$220 ﹤0.01%
+6
1141
$220 ﹤0.01%
+3
1142
$219 ﹤0.01%
+19
1143
$217 ﹤0.01%
3
1144
$215 ﹤0.01%
+29
1145
$213 ﹤0.01%
3
+1
1146
$212 ﹤0.01%
+14
1147
$212 ﹤0.01%
+44
1148
$212 ﹤0.01%
+24
1149
$210 ﹤0.01%
3
1150
$207 ﹤0.01%
+6
44 45
46
47 48