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
701
$123 ﹤0.01%
3
702
$120 ﹤0.01%
+4
703
$113 ﹤0.01%
22
704
$111 ﹤0.01%
+2
705
$90 ﹤0.01%
1
706
$89 ﹤0.01%
2
707
$86 ﹤0.01%
+2
708
$79 ﹤0.01%
+3
709
$73 ﹤0.01%
25
710
$73 ﹤0.01%
+1
711
$72 ﹤0.01%
+33
712
$55 ﹤0.01%
+1
713
$44 ﹤0.01%
+4
714
$41 ﹤0.01%
+1
715
$24 ﹤0.01%
15
716
– –
0
717
– –
0
718
– –
0
719
$10 ﹤0.01%
1
720
$5 ﹤0.01%
+2
721
$2 ﹤0.01%
+1
722
– –
0
723
– –
-1
724
– –
-13
725
– –
-96
27 28
29
30 31