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
Consumers Staples Select Sector SPDR Fund
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
26
$1.08M 0.48%
51,302
+1,118
27
$1.06M 0.48%
11,750
+304
28
$949K 0.43%
2,956
+10
29
$794K 0.36%
12,304
30
$649K 0.29%
5,214
-318
31
$641K 0.29%
36,820
+2,760
32
$498K 0.22%
17,418
-532
33
$433K 0.19%
2,239
+16
34
$423K 0.19%
17,245
+196
35
$417K 0.19%
4,039
+723
36
$410K 0.18%
5,891
+42
37
$364K 0.16%
7,275
+1,205
38
$347K 0.16%
21,268
+692
39
$336K 0.15%
2,262
+98
40
$314K 0.14%
3,021
+479
41
$309K 0.14%
1,238
-41
42
$299K 0.13%
5,715
+162
43
$270K 0.12%
2,458
+221
44
$267K 0.12%
1,104
+160
45
$266K 0.12%
3,716
-364
46
$246K 0.11%
2,368
+194
47
$236K 0.11%
8,490
+3,120
48
$201K 0.09%
+1,700
49
$197K 0.09%
2,671
+101
50
$194K 0.09%
1,313
-59
1
2
3 4 5