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
376
$5.73K ﹤0.01%
17
377
$5.72K ﹤0.01%
28
+12
378
$5.71K ﹤0.01%
58
+28
379
$5.67K ﹤0.01%
67
380
$5.66K ﹤0.01%
258
+171
381
$5.65K ﹤0.01%
125
382
$5.55K ﹤0.01%
29
+12
383
$5.5K ﹤0.01%
110
384
$5.49K ﹤0.01%
32
+10
385
$5.48K ﹤0.01%
64
+16
386
$5.47K ﹤0.01%
81
+47
387
$5.45K ﹤0.01%
342
+131
388
$5.4K ﹤0.01%
132
389
$5.38K ﹤0.01%
37
+14
390
$5.37K ﹤0.01%
529
+100
391
$5.37K ﹤0.01%
15
+1
392
$5.35K ﹤0.01%
38
393
$5.3K ﹤0.01%
272
+2
394
$5.29K ﹤0.01%
150
395
$5.29K ﹤0.01%
+35
396
$5.27K ﹤0.01%
85
-674
397
$5.19K ﹤0.01%
159
+46
398
$5.19K ﹤0.01%
96
+64
399
$5.17K ﹤0.01%
31
+21
400
$5.12K ﹤0.01%
230
14 15
16
17 18