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
276
$21.7K 0.01%
209
+12
277
$21.4K 0.01%
151
278
$21.4K 0.01%
+164
279
$21.4K 0.01%
11
+5
280
$21.3K 0.01%
95
+6
281
$21.2K 0.01%
27
282
$21.2K 0.01%
288
283
$21.2K 0.01%
155
+11
284
$21.2K 0.01%
48
285
$21.1K 0.01%
125
286
$21.1K 0.01%
167
-4
287
$21.1K 0.01%
424
-432
288
$21K 0.01%
167
+13
289
$20.9K 0.01%
66
-1
290
$20.8K 0.01%
90
291
$20.7K 0.01%
60
+10
292
$20.4K 0.01%
54
293
$20.4K 0.01%
395
+32
294
$20.4K 0.01%
146
-10
295
$20.3K 0.01%
270
+90
296
$20.1K 0.01%
167
+3
297
$19.9K 0.01%
39
+8
298
$19.7K 0.01%
189
299
$19.5K 0.01%
1,667
300
$19.4K 0.01%
180
+1
10 11
12
13 14