AWM
Abound Wealth Management Portfolio holdings
AUM
$354M
1-Year Return
13.75%
This Quarter Return
-4.57%
1 Year Return
+13.75%
3 Year Return
+42.87%
5 Year Return
–
10 Year Return
–
AUM
$235M
AUM Growth
-$4.1M
(-1.7%)
Cap. Flow
+$7.07M
Cap. Flow
% of AUM
3.01%
Top 10 Holdings %
Top 10 Hldgs %
70.42%
Holding
1,240
New
45
Increased
249
Reduced
228
Closed
73
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.91M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.01M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$848K |
| 5 |
Apple
AAPL
|
$660K |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$397K |
| 2 |
Aflac
AFL
|
$336K |
| 3 |
Bank of America
BAC
|
$323K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$266K |
| 5 |
Fidelity MSCI Utilities Index ETF
FUTY
|
$126K |
Sector Composition
| 1 | Technology | 4.41% |
| 2 | Consumer Discretionary | 2.93% |
| 3 | Energy | 1.04% |
| 4 | Financials | 0.93% |
| 5 | Healthcare | 0.93% |
