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
326
$7.48K ﹤0.01%
21
+7
327
$7.48K ﹤0.01%
65
328
$7.42K ﹤0.01%
173
329
$7.37K ﹤0.01%
251
330
$7.35K ﹤0.01%
24
331
$7.31K ﹤0.01%
97
+3
332
$7.28K ﹤0.01%
52
+9
333
$7.27K ﹤0.01%
262
334
$7.26K ﹤0.01%
23
+2
335
$7.22K ﹤0.01%
10
+1
336
$7.21K ﹤0.01%
135
+51
337
$7.2K ﹤0.01%
52
+7
338
$7.12K ﹤0.01%
94
339
$6.99K ﹤0.01%
67
340
$6.95K ﹤0.01%
18
341
$6.95K ﹤0.01%
25
+9
342
$6.91K ﹤0.01%
45
+9
343
$6.9K ﹤0.01%
65
344
$6.71K ﹤0.01%
61
345
$6.63K ﹤0.01%
272
346
$6.58K ﹤0.01%
23
347
$6.56K ﹤0.01%
105
-83
348
$6.55K ﹤0.01%
201
+1
349
$6.54K ﹤0.01%
219
+61
350
$6.53K ﹤0.01%
35
12 13
14
15 16