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
1151
$206 ﹤0.01%
+3
1152
$203 ﹤0.01%
+5
1153
$202 ﹤0.01%
+5
1154
$197 ﹤0.01%
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1155
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1156
$196 ﹤0.01%
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1157
$195 ﹤0.01%
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1158
$188 ﹤0.01%
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1159
$187 ﹤0.01%
5
+2
1160
$183 ﹤0.01%
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1161
$181 ﹤0.01%
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1162
$179 ﹤0.01%
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1163
$177 ﹤0.01%
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1164
$173 ﹤0.01%
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1165
$172 ﹤0.01%
+7
1166
$158 ﹤0.01%
+1
1167
$150 ﹤0.01%
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1168
$145 ﹤0.01%
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1169
$144 ﹤0.01%
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1170
$141 ﹤0.01%
+1
1171
$136 ﹤0.01%
+4
1172
$131 ﹤0.01%
+3
1173
$122 ﹤0.01%
14
1174
$120 ﹤0.01%
+1
1175
$101 ﹤0.01%
+2
45 46
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