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
151
$41.4K 0.02%
510
-26
152
$41.4K 0.02%
239
+8
153
$40.8K 0.02%
590
154
$40K 0.02%
386
+16
155
$39.6K 0.02%
112
+2
156
$38.1K 0.02%
125
+3
157
$38.1K 0.02%
1,000
158
$37.1K 0.02%
434
+42
159
$36.6K 0.02%
314
+16
160
$36.6K 0.02%
53
161
$36.5K 0.02%
70
+17
162
$35.9K 0.02%
159
+37
163
$35.9K 0.02%
163
+34
164
$34.7K 0.01%
542
+90
165
$34.3K 0.01%
61
+10
166
$33.7K 0.01%
2,116
-349
167
$33.6K 0.01%
159
-83
168
$33.3K 0.01%
397
-59
169
$32.4K 0.01%
85
+21
170
$32.2K 0.01%
442
+46
171
$31.5K 0.01%
68
-23
172
$31K 0.01%
172
+52
173
$30.9K 0.01%
126
+120
174
$30.5K 0.01%
890
+5
175
$30.1K 0.01%
531
+51
5 6
7
8 9