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
251
$26.1K 0.01%
456
+33
252
$25.8K 0.01%
456
253
$25.3K 0.01%
148
+2
254
$24.7K 0.01%
137
+17
255
$24.5K 0.01%
239
+204
256
$24.4K 0.01%
643
257
$24.3K 0.01%
38
+12
258
$24.1K 0.01%
103
259
$24.1K 0.01%
145
260
$23.7K 0.01%
88
261
$23.6K 0.01%
114
+13
262
$23.3K 0.01%
65
+1
263
$23.1K 0.01%
104
-1
264
$23.1K 0.01%
348
+53
265
$23.1K 0.01%
266
+2
266
$22.9K 0.01%
428
+286
267
$22.6K 0.01%
+878
268
$22.5K 0.01%
115
+14
269
$22.4K 0.01%
967
+686
270
$22.2K 0.01%
216
+157
271
$22K 0.01%
68
+43
272
$22K 0.01%
+749
273
$22K 0.01%
112
274
$21.9K 0.01%
485
-7
275
$21.7K 0.01%
342
+4