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
301
$8.91K ﹤0.01%
39
+7
302
$8.88K ﹤0.01%
200
303
$8.84K ﹤0.01%
71
+58
304
$8.79K ﹤0.01%
302
+8
305
$8.74K ﹤0.01%
45
306
$8.42K ﹤0.01%
34
+4
307
$8.38K ﹤0.01%
34
+9
308
$8.37K ﹤0.01%
105
+40
309
$8.33K ﹤0.01%
+178
310
$8.3K ﹤0.01%
34
311
$8.28K ﹤0.01%
103
312
$8.19K ﹤0.01%
39
+21
313
$8.17K ﹤0.01%
52
+1
314
$8.08K ﹤0.01%
47
315
$8.07K ﹤0.01%
2,047
+22
316
$8.06K ﹤0.01%
103
+82
317
$8.03K ﹤0.01%
133
+31
318
$7.99K ﹤0.01%
20
+10
319
$7.94K ﹤0.01%
91
+50
320
$7.86K ﹤0.01%
17
321
$7.86K ﹤0.01%
95
+44
322
$7.77K ﹤0.01%
27
+6
323
$7.63K ﹤0.01%
208
+48
324
$7.55K ﹤0.01%
150
325
$7.49K ﹤0.01%
28
+2
11 12
13
14 15