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
601
$1.73K ﹤0.01%
61
602
$1.7K ﹤0.01%
+300
603
$1.69K ﹤0.01%
20
604
$1.68K ﹤0.01%
71
605
$1.67K ﹤0.01%
+48
606
$1.63K ﹤0.01%
176
607
$1.61K ﹤0.01%
24
608
$1.59K ﹤0.01%
26
609
$1.59K ﹤0.01%
22
610
$1.59K ﹤0.01%
10
611
$1.54K ﹤0.01%
24
612
$1.54K ﹤0.01%
26
613
$1.53K ﹤0.01%
32
+31
614
$1.51K ﹤0.01%
6
-5
615
$1.49K ﹤0.01%
15
616
$1.49K ﹤0.01%
6
617
$1.45K ﹤0.01%
13
618
$1.41K ﹤0.01%
6
619
$1.37K ﹤0.01%
9
620
$1.36K ﹤0.01%
120
621
$1.31K ﹤0.01%
12
622
$1.31K ﹤0.01%
80
623
$1.31K ﹤0.01%
24
624
$1.29K ﹤0.01%
10
625
$1.2K ﹤0.01%
81
+7
23 24
25
26 27