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
301
$19.3K 0.01%
68
302
$19.3K 0.01%
120
+8
303
$19.2K 0.01%
538
+44
304
$19.1K 0.01%
813
-543
305
$19K 0.01%
69
306
$18.9K 0.01%
92
+12
307
$18.9K 0.01%
292
+34
308
$18.8K 0.01%
268
+1
309
$18.7K 0.01%
39
+3
310
$18.6K 0.01%
324
311
$18.6K 0.01%
263
312
$18.3K 0.01%
72
-39
313
$18.2K 0.01%
167
314
$18K 0.01%
70
+6
315
$18K 0.01%
379
316
$17.8K 0.01%
772
317
$17.8K 0.01%
228
-12
318
$17.4K 0.01%
70
+2
319
$17.4K 0.01%
81
320
$17.3K 0.01%
111
321
$17.3K 0.01%
50
+7
322
$17.2K 0.01%
165
323
$17.1K 0.01%
113
+39
324
$16.7K 0.01%
120
325
$16.6K 0.01%
110
-9
11 12
13
14 15