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
$301M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,367
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.96M
3 +$1.81M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$841K
5
NVDA icon
NVIDIA
NVDA
+$511K

Top Sells

1 +$265K
2 +$229K
3 +$206K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$119K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$85.9K

Sector Composition

1 Technology 5.91%
2 Consumer Discretionary 2.75%
3 Financials 1.62%
4 Energy 1.13%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$33K 0.01%
79
+36
227
$30.6K 0.01%
365
+183
228
$30.5K 0.01%
484
+222
229
$30.4K 0.01%
950
230
$30.3K 0.01%
254
+36
231
$29.7K 0.01%
908
232
$29.4K 0.01%
223
233
$29.3K 0.01%
328
+2
234
$29.3K 0.01%
500
235
$29.1K 0.01%
348
+74
236
$29.1K 0.01%
115
-1
237
$28.7K 0.01%
428
+403
238
$28.5K 0.01%
621
239
$28K 0.01%
97
+31
240
$27.8K 0.01%
980
241
$27.8K 0.01%
309
+51
242
$27.8K 0.01%
137
243
$27.7K 0.01%
120
+18
244
$27.6K 0.01%
1,169
+2
245
$27.5K 0.01%
83
+10
246
$27.2K 0.01%
71
+6
247
$27.1K 0.01%
657
248
$26.5K 0.01%
+527
249
$26.4K 0.01%
176
250
$26.3K 0.01%
2,045