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

Top Sells

1
+$492K
2
+$398K
3
+$274K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$215K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$184K

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
251
$13.3K 0.01%
191
252
$13.2K 0.01%
262
+1
253
$13.2K 0.01%
153
+1
254
$13.1K 0.01%
176
+39
255
$13.1K 0.01%
64
+20
256
$12.9K 0.01%
179
257
$12.8K 0.01%
77
+26
258
$12.8K 0.01%
77
259
$12.8K 0.01%
533
+107
260
$12.7K 0.01%
549
261
$12.6K 0.01%
161
+42
262
$12.6K 0.01%
360
-125
263
$12.3K 0.01%
179
-66
264
$12.1K 0.01%
369
265
$12K 0.01%
54
+9
266
$12K 0.01%
84
+8
267
$11.9K 0.01%
456
268
$11.8K 0.01%
253
+55
269
$11.7K 0.01%
210
+69
270
$11.7K 0.01%
41
+8
271
$11.7K 0.01%
46
272
$11.5K 0.01%
14
+4
273
$11.3K 0.01%
36
+6
274
$11.3K 0.01%
226
+63
275
$11.2K 0.01%
268
+24
9 10
11
12 13