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
$223M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$1.66M
3 +$1.44M
4
AVGO icon
Broadcom
AVGO
+$1.3M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.3M

Sector Composition

1 Technology 3.94%
2 Consumer Discretionary 2.45%
3 Financials 1.13%
4 Energy 1.05%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$16.5K 0.01%
86
+16
227
$16.5K 0.01%
120
228
$16.4K 0.01%
131
+34
229
$16.1K 0.01%
432
230
$16.1K 0.01%
2,045
231
$16.1K 0.01%
332
-331
232
$16.1K 0.01%
309
233
$16K 0.01%
130
234
$16K 0.01%
49
+16
235
$15.9K 0.01%
46
+12
236
$15.8K 0.01%
73
-68
237
$15.6K 0.01%
79
+25
238
$15.5K 0.01%
167
239
$15.4K 0.01%
68
240
$15.4K 0.01%
45
241
$15.3K 0.01%
379
242
$15.1K 0.01%
370
+83
243
$15K 0.01%
97
+76
244
$14.8K 0.01%
71
+23
245
$14.8K 0.01%
97
246
$14.7K 0.01%
69
247
$14.6K 0.01%
119
+16
248
$14.5K 0.01%
97
249
$13.9K 0.01%
167
+28
250
$13.8K 0.01%
61
+6