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
576
$2.18K ﹤0.01%
4
577
$2.17K ﹤0.01%
10
578
$2.17K ﹤0.01%
88
579
$2.17K ﹤0.01%
54
580
$2.17K ﹤0.01%
7
581
$2.16K ﹤0.01%
126
+65
582
$2.15K ﹤0.01%
18
583
$2.14K ﹤0.01%
89
584
$2.12K ﹤0.01%
22
585
$2.09K ﹤0.01%
7
+2
586
$2.05K ﹤0.01%
16
587
$2.02K ﹤0.01%
+10
588
$1.99K ﹤0.01%
+27
589
$1.99K ﹤0.01%
132
+67
590
$1.96K ﹤0.01%
18
591
$1.95K ﹤0.01%
44
592
$1.94K ﹤0.01%
87
593
$1.93K ﹤0.01%
66
594
$1.82K ﹤0.01%
6
+2
595
$1.82K ﹤0.01%
43
+11
596
$1.81K ﹤0.01%
161
597
$1.78K ﹤0.01%
79
+53
598
$1.75K ﹤0.01%
56
599
$1.74K ﹤0.01%
13
600
$1.74K ﹤0.01%
24
+5
22 23
24
25 26