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
126
$51.5K 0.02%
307
+2
127
$51.4K 0.02%
1,401
-83
128
$51K 0.02%
246
+47
129
$50.8K 0.02%
500
130
$50.3K 0.02%
561
+21
131
$49.3K 0.02%
354
132
$49.2K 0.02%
2,955
+9
133
$48.9K 0.02%
880
134
$48.7K 0.02%
130
135
$48.4K 0.02%
1,594
+41
136
$47.8K 0.02%
104
+19
137
$46.9K 0.02%
730
+70
138
$46.5K 0.02%
+841
139
$46.5K 0.02%
519
+13
140
$46.5K 0.02%
1,390
-137
141
$45.9K 0.02%
162
142
$45.8K 0.02%
103
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143
$45.7K 0.02%
804
+11
144
$45.3K 0.02%
611
+107
145
$44.7K 0.02%
311
146
$43.9K 0.02%
300
147
$43.2K 0.02%
16
+1
148
$42.4K 0.02%
96
+5
149
$41.6K 0.02%
623
-34
150
$41.4K 0.02%
168
+24
4 5
6
7 8