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
351
$6.43K ﹤0.01%
49
+8
352
$6.43K ﹤0.01%
182
353
$6.41K ﹤0.01%
214
354
$6.38K ﹤0.01%
96
+36
355
$6.29K ﹤0.01%
177
+168
356
$6.26K ﹤0.01%
80
+13
357
$6.18K ﹤0.01%
54
+13
358
$6.17K ﹤0.01%
208
359
$6.16K ﹤0.01%
11
+4
360
$6.13K ﹤0.01%
163
+137
361
$6.12K ﹤0.01%
405
+227
362
$6.06K ﹤0.01%
175
+94
363
$6.04K ﹤0.01%
29
+11
364
$6.03K ﹤0.01%
45
365
$6.02K ﹤0.01%
52
+20
366
$5.97K ﹤0.01%
62
367
$5.9K ﹤0.01%
58
368
$5.89K ﹤0.01%
+67
369
$5.85K ﹤0.01%
49
370
$5.83K ﹤0.01%
80
+21
371
$5.77K ﹤0.01%
59
+7
372
$5.77K ﹤0.01%
29
+16
373
$5.75K ﹤0.01%
57
+54
374
$5.74K ﹤0.01%
29
+10
375
$5.73K ﹤0.01%
106
13 14
15
16 17