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
626
$1.19K ﹤0.01%
17
627
$1.18K ﹤0.01%
3
628
$1.15K ﹤0.01%
7
629
$1.14K ﹤0.01%
13
630
$1.12K ﹤0.01%
28
631
$1.11K ﹤0.01%
+43
632
$1.09K ﹤0.01%
17
633
$1.08K ﹤0.01%
10
-87
634
$1.08K ﹤0.01%
47
635
$1.06K ﹤0.01%
31
636
$1.06K ﹤0.01%
72
637
$1.05K ﹤0.01%
100
638
$1.01K ﹤0.01%
4
639
$999 ﹤0.01%
29
640
$976 ﹤0.01%
40
641
$955 ﹤0.01%
12
642
$952 ﹤0.01%
31
643
$952 ﹤0.01%
23
644
$919 ﹤0.01%
12
645
$893 ﹤0.01%
17
646
$840 ﹤0.01%
24
647
$836 ﹤0.01%
13
648
$833 ﹤0.01%
6
649
$801 ﹤0.01%
6
650
$778 ﹤0.01%
+19
24 25
26
27 28