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
201
$21.7K 0.01%
573
+134
202
$21.7K 0.01%
980
203
$21.6K 0.01%
130
+11
204
$20.4K 0.01%
149
+21
205
$20.2K 0.01%
79
+16
206
$19.7K 0.01%
295
207
$19.6K 0.01%
119
+55
208
$19.6K 0.01%
101
+33
209
$19.5K 0.01%
257
+1
210
$19.4K 0.01%
405
211
$19.4K 0.01%
338
212
$19.1K 0.01%
150
+38
213
$19.1K 0.01%
378
+17
214
$19.1K 0.01%
137
+65
215
$19K 0.01%
115
216
$18.7K 0.01%
80
217
$18.5K 0.01%
129
+4
218
$18.4K 0.01%
300
+1
219
$18K 0.01%
40
220
$18K 0.01%
134
+41
221
$17.8K 0.01%
186
+34
222
$17.7K 0.01%
161
223
$17.6K 0.01%
120
224
$16.7K 0.01%
250
225
$16.6K 0.01%
275
+9
7 8
9
10 11