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
526
$2.95K ﹤0.01%
28
527
$2.93K ﹤0.01%
28
528
$2.92K ﹤0.01%
81
-91
529
$2.9K ﹤0.01%
+33
530
$2.83K ﹤0.01%
54
531
$2.83K ﹤0.01%
53
532
$2.83K ﹤0.01%
36
+14
533
$2.82K ﹤0.01%
60
534
$2.81K ﹤0.01%
+4
535
$2.79K ﹤0.01%
88
536
$2.78K ﹤0.01%
77
537
$2.78K ﹤0.01%
126
538
$2.76K ﹤0.01%
168
+128
539
$2.76K ﹤0.01%
30
540
$2.74K ﹤0.01%
34
541
$2.74K ﹤0.01%
9
+7
542
$2.73K ﹤0.01%
39
543
$2.72K ﹤0.01%
165
+148
544
$2.7K ﹤0.01%
49
545
$2.69K ﹤0.01%
70
546
$2.68K ﹤0.01%
16
547
$2.67K ﹤0.01%
27
548
$2.64K ﹤0.01%
18
549
$2.64K ﹤0.01%
13
550
$2.62K ﹤0.01%
82
+18
20 21
22
23 24