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
476
$3.75K ﹤0.01%
29
477
$3.73K ﹤0.01%
19
+4
478
$3.71K ﹤0.01%
50
+42
479
$3.69K ﹤0.01%
12
480
$3.68K ﹤0.01%
75
481
$3.67K ﹤0.01%
30
+27
482
$3.63K ﹤0.01%
105
483
$3.61K ﹤0.01%
43
484
$3.61K ﹤0.01%
96
485
$3.61K ﹤0.01%
66
+36
486
$3.59K ﹤0.01%
39
+36
487
$3.59K ﹤0.01%
32
+22
488
$3.53K ﹤0.01%
12
489
$3.52K ﹤0.01%
71
+10
490
$3.49K ﹤0.01%
60
491
$3.49K ﹤0.01%
76
+33
492
$3.42K ﹤0.01%
175
493
$3.42K ﹤0.01%
56
-8
494
$3.42K ﹤0.01%
49
495
$3.41K ﹤0.01%
20
496
$3.4K ﹤0.01%
45
+12
497
$3.39K ﹤0.01%
183
+182
498
$3.38K ﹤0.01%
209
+66
499
$3.37K ﹤0.01%
16
500
$3.34K ﹤0.01%
+35
18 19
20
21 22