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
151
$38K 0.02%
199
+2
152
$37.7K 0.02%
231
+200
153
$36.8K 0.02%
110
154
$36.1K 0.02%
1,000
155
$36K 0.02%
590
156
$35.5K 0.02%
53
+2
157
$35.1K 0.02%
91
-3
158
$35K 0.02%
300
159
$35K 0.02%
660
160
$34.4K 0.02%
392
+147
161
$33K 0.01%
144
+83
162
$32.3K 0.01%
122
163
$31.9K 0.01%
+1,480
164
$31.3K 0.01%
452
-82
165
$31.1K 0.01%
422
+98
166
$30.6K 0.01%
53
+11
167
$29.6K 0.01%
552
168
$29.1K 0.01%
885
+5
169
$28.9K 0.01%
124
170
$28.4K 0.01%
760
+12
171
$28.4K 0.01%
352
+208
172
$28.4K 0.01%
946
+88
173
$27.8K 0.01%
283
+130
174
$27.6K 0.01%
396
+29
175
$27.2K 0.01%
129
-82
5 6
7
8 9