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
451
$4.19K ﹤0.01%
19
452
$4.18K ﹤0.01%
+37
453
$4.17K ﹤0.01%
26
+4
454
$4.17K ﹤0.01%
38
+22
455
$4.1K ﹤0.01%
45
456
$4.07K ﹤0.01%
49
457
$4.01K ﹤0.01%
133
+58
458
$4K ﹤0.01%
19
+8
459
$3.99K ﹤0.01%
12
460
$3.97K ﹤0.01%
30
461
$3.96K ﹤0.01%
42
+26
462
$3.93K ﹤0.01%
54
463
$3.93K ﹤0.01%
292
+100
464
$3.92K ﹤0.01%
86
465
$3.91K ﹤0.01%
72
-9
466
$3.9K ﹤0.01%
33
+29
467
$3.88K ﹤0.01%
341
+178
468
$3.87K ﹤0.01%
62
469
$3.87K ﹤0.01%
61
470
$3.83K ﹤0.01%
16
471
$3.82K ﹤0.01%
150
472
$3.82K ﹤0.01%
12
+11
473
$3.81K ﹤0.01%
11
474
$3.8K ﹤0.01%
56
475
$3.79K ﹤0.01%
131
+50
17 18
19
20 21