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
101
$70.2K 0.03%
678
+94
102
$70.2K 0.03%
616
-167
103
$68.8K 0.03%
1,613
-59
104
$68.3K 0.03%
689
+7
105
$67.5K 0.03%
1,299
+133
106
$66.1K 0.03%
599
+27
107
$64.6K 0.03%
303
+33
108
$64.3K 0.03%
720
-53
109
$64K 0.03%
2,443
+16
110
$63.9K 0.03%
386
-1
111
$61.7K 0.03%
876
+2
112
$61.5K 0.03%
2,751
113
$60.6K 0.03%
1,162
114
$58.8K 0.02%
1,820
+21
115
$58.5K 0.02%
411
-902
116
$57.8K 0.02%
187
+36
117
$56.5K 0.02%
1,614
-53
118
$56.3K 0.02%
275
+77
119
$55.9K 0.02%
270
120
$55.1K 0.02%
371
+53
121
$54.3K 0.02%
1,158
+17
122
$53.6K 0.02%
908
123
$53.2K 0.02%
1,174
+13
124
$52.2K 0.02%
127
+3
125
$51.8K 0.02%
444
+46
3 4
5
6 7