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
76
$96.4K 0.04%
2,480
+181
77
$93.7K 0.04%
4,143
78
$92.5K 0.04%
505
79
$89.5K 0.04%
1,046
+21
80
$88.5K 0.04%
715
+34
81
$88.4K 0.04%
2,752
+22
82
$87.2K 0.04%
1,052
83
$86.3K 0.04%
1,800
84
$85.2K 0.04%
402
+28
85
$84.9K 0.04%
4,638
+21
86
$83.9K 0.04%
640
+165
87
$83.8K 0.04%
1,704
+144
88
$83.5K 0.04%
3,426
+630
89
$83.2K 0.04%
250
90
$81.4K 0.04%
900
91
$80.2K 0.04%
440
-75
92
$79.1K 0.04%
60
93
$77.4K 0.03%
773
+141
94
$77.4K 0.03%
764
+220
95
$76.8K 0.03%
783
-44
96
$76.2K 0.03%
17,166
+8,735
97
$76.1K 0.03%
961
98
$71K 0.03%
682
+46
99
$70.2K 0.03%
572
+43
100
$69.8K 0.03%
1,126
+295
2 3
4
5 6