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
676
$493 ﹤0.01%
9
677
$488 ﹤0.01%
30
678
$457 ﹤0.01%
5
679
$403 ﹤0.01%
3
680
$401 ﹤0.01%
3
681
$380 ﹤0.01%
10
682
$355 ﹤0.01%
36
+1
683
$352 ﹤0.01%
2
684
$343 ﹤0.01%
6
685
$328 ﹤0.01%
12
686
$304 ﹤0.01%
+7
687
$296 ﹤0.01%
35
688
$294 ﹤0.01%
15
689
$281 ﹤0.01%
20
690
$255 ﹤0.01%
8
691
$255 ﹤0.01%
10
692
$246 ﹤0.01%
2
693
$232 ﹤0.01%
6
694
$219 ﹤0.01%
3
695
$216 ﹤0.01%
3
696
$199 ﹤0.01%
+2
697
$184 ﹤0.01%
1
698
$175 ﹤0.01%
14
699
$171 ﹤0.01%
+4
700
$147 ﹤0.01%
3
26 27
28
29 30