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
401
$5.12K ﹤0.01%
22
+9
402
$5.1K ﹤0.01%
38
403
$5.09K ﹤0.01%
101
+35
404
$5.04K ﹤0.01%
57
+52
405
$5.01K ﹤0.01%
31
406
$4.95K ﹤0.01%
118
407
$4.92K ﹤0.01%
54
408
$4.92K ﹤0.01%
2
409
$4.92K ﹤0.01%
226
410
$4.9K ﹤0.01%
+41
411
$4.9K ﹤0.01%
16
+3
412
$4.88K ﹤0.01%
42
+10
413
$4.88K ﹤0.01%
84
+25
414
$4.85K ﹤0.01%
11
+3
415
$4.83K ﹤0.01%
7
+3
416
$4.82K ﹤0.01%
109
+1
417
$4.81K ﹤0.01%
178
+120
418
$4.8K ﹤0.01%
65
419
$4.78K ﹤0.01%
26
+8
420
$4.73K ﹤0.01%
95
421
$4.67K ﹤0.01%
+113
422
$4.67K ﹤0.01%
66
423
$4.66K ﹤0.01%
109
424
$4.65K ﹤0.01%
49
425
$4.63K ﹤0.01%
35
15 16
17
18 19