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
51
$193K 0.09%
1,253
+110
52
$192K 0.09%
1,387
-395
53
$191K 0.09%
1,201
+145
54
$181K 0.08%
1,705
+141
55
$172K 0.08%
10,782
+2,295
56
$166K 0.07%
1,070
-156
57
$150K 0.07%
507
+46
58
$146K 0.07%
295
+10
59
$139K 0.06%
1,069
+94
60
$136K 0.06%
837
+277
61
$133K 0.06%
1,749
-689
62
$128K 0.06%
838
-89
63
$127K 0.06%
330
-95
64
$125K 0.06%
491
+15
65
$122K 0.05%
352
+4
66
$121K 0.05%
2,200
+2,179
67
$117K 0.05%
520
+2
68
$114K 0.05%
1,870
69
$114K 0.05%
569
+58
70
$113K 0.05%
502
-382
71
$106K 0.05%
291
+53
72
$104K 0.05%
1,342
+35
73
$102K 0.05%
1,100
+393
74
$98K 0.04%
416
-41
75
$97.1K 0.04%
205
+4
1 2
3
4 5