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
State Street Consumer Staples Select Sector SPDR ETF
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
126
$49.9K 0.02%
657
+38
127
$49.9K 0.02%
1,527
+473
128
$47.4K 0.02%
2,465
+523
129
$46.4K 0.02%
135
-24
130
$46.4K 0.02%
880
131
$46.1K 0.02%
1,161
+6
132
$45.8K 0.02%
398
133
$45.6K 0.02%
2,946
+33
134
$45.5K 0.02%
354
135
$44.5K 0.02%
318
+64
136
$44K 0.02%
+536
137
$43.3K 0.02%
151
+23
138
$43.2K 0.02%
91
+36
139
$42.4K 0.02%
506
+9
140
$42K 0.02%
793
141
$41.8K 0.02%
91
+22
142
$40.9K 0.02%
162
143
$40.1K 0.02%
298
+221
144
$40K 0.02%
456
+82
145
$39.8K 0.02%
15
+1
146
$39.8K 0.02%
198
+36
147
$39K 0.02%
130
148
$38.9K 0.02%
504
+83
149
$38.8K 0.02%
311
150
$38K 0.02%
85
+15
4 5
6
7 8