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
Consumers Staples Select Sector SPDR Fund
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
651
$737 ﹤0.01%
6
-19
652
$734 ﹤0.01%
8
653
$703 ﹤0.01%
143
654
$693 ﹤0.01%
72
+16
655
$660 ﹤0.01%
2
656
$653 ﹤0.01%
8
657
$649 ﹤0.01%
8
658
$647 ﹤0.01%
15
659
$646 ﹤0.01%
14
660
$629 ﹤0.01%
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661
$622 ﹤0.01%
18
662
$601 ﹤0.01%
10
663
$601 ﹤0.01%
6
+3
664
$589 ﹤0.01%
4
665
$588 ﹤0.01%
10
666
$575 ﹤0.01%
10
667
$566 ﹤0.01%
5
668
$566 ﹤0.01%
110
+30
669
$563 ﹤0.01%
16
670
$561 ﹤0.01%
+9
671
$546 ﹤0.01%
18
672
$529 ﹤0.01%
25
673
$498 ﹤0.01%
4
674
$496 ﹤0.01%
8
675
$493 ﹤0.01%
2
25 26
27
28 29