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
551
$2.61K ﹤0.01%
28
552
$2.61K ﹤0.01%
8
553
$2.58K ﹤0.01%
32
+18
554
$2.56K ﹤0.01%
70
+52
555
$2.55K ﹤0.01%
64
556
$2.55K ﹤0.01%
+8
557
$2.53K ﹤0.01%
15
558
$2.5K ﹤0.01%
5
559
$2.49K ﹤0.01%
42
560
$2.46K ﹤0.01%
48
-20
561
$2.43K ﹤0.01%
30
562
$2.43K ﹤0.01%
11
563
$2.43K ﹤0.01%
56
564
$2.42K ﹤0.01%
65
565
$2.4K ﹤0.01%
40
566
$2.4K ﹤0.01%
14
567
$2.4K ﹤0.01%
18
568
$2.4K ﹤0.01%
+67
569
$2.33K ﹤0.01%
99
+3
570
$2.33K ﹤0.01%
24
+8
571
$2.33K ﹤0.01%
11
572
$2.27K ﹤0.01%
29
573
$2.25K ﹤0.01%
60
574
$2.25K ﹤0.01%
26
575
$2.23K ﹤0.01%
34
21 22
23
24 25