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
201
$23.1K 0.01%
433
+30
202
$22.9K 0.01%
260
-92
203
$22.7K 0.01%
130
+11
204
$22.6K 0.01%
120
+43
205
$22.5K 0.01%
157
+28
206
$22.4K 0.01%
652
+5
207
$22.1K 0.01%
118
-26
208
$21.9K 0.01%
405
209
$21.9K 0.01%
+235
210
$21K 0.01%
158
+148
211
$20.9K 0.01%
107
+28
212
$20.7K 0.01%
164
+3
213
$20.6K 0.01%
64
+15
214
$20.5K 0.01%
980
215
$20.3K 0.01%
54
+9
216
$20.1K 0.01%
80
217
$20.1K 0.01%
138
+109
218
$20K 0.01%
88
+2
219
$19.9K 0.01%
258
+1
220
$19.8K 0.01%
65
+24
221
$19.8K 0.01%
137
222
$19.5K 0.01%
47
+7
223
$19.2K 0.01%
226
+65
224
$19K 0.01%
393
+15
225
$18.9K 0.01%
300
7 8
9
10 11