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
501
$3.34K ﹤0.01%
44
+10
502
$3.33K ﹤0.01%
31
+28
503
$3.32K ﹤0.01%
179
504
$3.32K ﹤0.01%
8
+3
505
$3.32K ﹤0.01%
94
506
$3.26K ﹤0.01%
21
507
$3.26K ﹤0.01%
23
+9
508
$3.25K ﹤0.01%
27
+4
509
$3.25K ﹤0.01%
54
510
$3.24K ﹤0.01%
47
+16
511
$3.2K ﹤0.01%
9
512
$3.15K ﹤0.01%
540
513
$3.14K ﹤0.01%
15
514
$3.13K ﹤0.01%
12
+4
515
$3.12K ﹤0.01%
16
516
$3.1K ﹤0.01%
80
517
$3.1K ﹤0.01%
19
518
$3.06K ﹤0.01%
2
519
$3.06K ﹤0.01%
16
520
$3.06K ﹤0.01%
94
+39
521
$3.05K ﹤0.01%
27
522
$3.05K ﹤0.01%
41
523
$3K ﹤0.01%
7
524
$3K ﹤0.01%
34
525
$2.96K ﹤0.01%
36
-15
19 20
21
22 23