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
101
$68.6K 0.03%
166
+12
102
$68.3K 0.03%
665
103
$66.6K 0.03%
1,950
104
$64.7K 0.03%
2,427
+549
105
$62.8K 0.03%
1,667
+67
106
$62.5K 0.03%
1,672
+270
107
$61.8K 0.03%
221
+48
108
$61.6K 0.03%
859
+3
109
$61.5K 0.03%
387
-11
110
$60.6K 0.03%
1,484
+136
111
$60.2K 0.03%
270
+59
112
$59.9K 0.03%
1,141
113
$57.9K 0.03%
584
+57
114
$57.6K 0.03%
2,751
115
$57.5K 0.03%
1,166
+158
116
$56.2K 0.03%
1,799
117
$55.9K 0.03%
874
+2
118
$54.3K 0.02%
1,162
-103
119
$54.1K 0.02%
908
-229
120
$53K 0.02%
1,553
+7
121
$52.2K 0.02%
305
122
$52.1K 0.02%
540
+30
123
$51.4K 0.02%
242
+44
124
$51.2K 0.02%
500
125
$50.5K 0.02%
270
-130
3 4
5
6 7