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
176
$27.2K 0.01%
519
+1
177
$26K 0.01%
+357
178
$25.8K 0.01%
144
+26
179
$25.1K 0.01%
480
+35
180
$25.1K 0.01%
+271
181
$25K 0.01%
615
+22
182
$24.4K 0.01%
122
+14
183
$24.3K 0.01%
229
+12
184
$24.3K 0.01%
+496
185
$24.3K 0.01%
897
186
$24.2K 0.01%
370
-85
187
$23.8K 0.01%
49
+11
188
$23.7K 0.01%
601
189
$23.7K 0.01%
51
+6
190
$23.6K 0.01%
186
-69
191
$23.3K 0.01%
176
192
$23K 0.01%
46
+39
193
$22.9K 0.01%
158
194
$22.8K 0.01%
64
+15
195
$22.4K 0.01%
120
+29
196
$22.2K 0.01%
97
+1
197
$22.1K 0.01%
403
+8
198
$22.1K 0.01%
647
199
$22K 0.01%
1,756
+1,543
200
$21.9K 0.01%
+1,023
6 7
8
9 10