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
426
$4.63K ﹤0.01%
30
427
$4.59K ﹤0.01%
64
+23
428
$4.59K ﹤0.01%
40
+12
429
$4.58K ﹤0.01%
76
+31
430
$4.58K ﹤0.01%
500
431
$4.53K ﹤0.01%
99
432
$4.53K ﹤0.01%
36
+30
433
$4.5K ﹤0.01%
43
+31
434
$4.49K ﹤0.01%
40
+10
435
$4.47K ﹤0.01%
25
+21
436
$4.46K ﹤0.01%
6
+1
437
$4.43K ﹤0.01%
67
+33
438
$4.42K ﹤0.01%
250
439
$4.42K ﹤0.01%
95
440
$4.41K ﹤0.01%
53
+25
441
$4.38K ﹤0.01%
20
+5
442
$4.38K ﹤0.01%
62
+56
443
$4.37K ﹤0.01%
58
444
$4.35K ﹤0.01%
11
+9
445
$4.33K ﹤0.01%
49
-1
446
$4.24K ﹤0.01%
45
447
$4.22K ﹤0.01%
241
+9
448
$4.21K ﹤0.01%
38
+14
449
$4.21K ﹤0.01%
41
+20
450
$4.2K ﹤0.01%
31
16 17
18
19 20