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
176
$30.1K 0.01%
566
+47
177
$29.7K 0.01%
175
+78
178
$29.6K 0.01%
+588
179
$28.5K 0.01%
552
180
$28.2K 0.01%
679
+106
181
$28K 0.01%
615
182
$27.7K 0.01%
927
-19
183
$27.2K 0.01%
97
+18
184
$26.8K 0.01%
185
+66
185
$26.7K 0.01%
272
-11
186
$25.9K 0.01%
58
+9
187
$25.8K 0.01%
205
+19
188
$25.6K 0.01%
897
189
$25.6K 0.01%
326
-96
190
$25K 0.01%
178
+29
191
$25K 0.01%
139
+38
192
$24.5K 0.01%
223
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193
$24.3K 0.01%
204
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194
$24.2K 0.01%
113
+16
195
$24.1K 0.01%
60
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196
$24K 0.01%
605
+4
197
$23.9K 0.01%
195
+64
198
$23.8K 0.01%
90
+56
199
$23.7K 0.01%
158
200
$23.4K 0.01%
176
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8
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