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
276
$11.2K 0.01%
234
277
$11.1K 0.01%
+82
278
$11K ﹤0.01%
82
+11
279
$10.4K ﹤0.01%
503
+4
280
$10.4K ﹤0.01%
141
281
$10.3K ﹤0.01%
+116
282
$10.3K ﹤0.01%
813
+56
283
$10.2K ﹤0.01%
100
284
$10.1K ﹤0.01%
61
+27
285
$10.1K ﹤0.01%
117
+116
286
$10K ﹤0.01%
507
+69
287
$9.99K ﹤0.01%
69
+2
288
$9.94K ﹤0.01%
+43
289
$9.79K ﹤0.01%
42
290
$9.74K ﹤0.01%
87
+1
291
$9.45K ﹤0.01%
42
+16
292
$9.34K ﹤0.01%
165
+75
293
$9.28K ﹤0.01%
189
+36
294
$9.27K ﹤0.01%
200
295
$9.27K ﹤0.01%
82
+34
296
$9.14K ﹤0.01%
367
297
$9.12K ﹤0.01%
165
+1
298
$9.03K ﹤0.01%
250
+149
299
$9.02K ﹤0.01%
319
+23
300
$9K ﹤0.01%
47
+10
10 11
12
13 14