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
326
$16.4K 0.01%
515
327
$16.4K 0.01%
62
328
$16.3K 0.01%
250
329
$16.2K 0.01%
64
+2
330
$16.1K 0.01%
118
331
$16.1K 0.01%
93
332
$15.9K 0.01%
309
333
$15.9K 0.01%
218
334
$15.8K 0.01%
+687
335
$15.8K 0.01%
310
+38
336
$15.7K 0.01%
43
+12
337
$15.7K 0.01%
272
338
$15.6K 0.01%
60
-242
339
$15.6K 0.01%
+640
340
$15.5K 0.01%
31
+1
341
$15.5K 0.01%
+729
342
$15.3K 0.01%
34
+4
343
$15.3K 0.01%
306
+17
344
$15.2K 0.01%
55
+6
345
$15.2K 0.01%
+685
346
$15.2K 0.01%
+645
347
$15.1K 0.01%
+590
348
$15K 0.01%
27
+6
349
$14.9K 0.01%
38
+8
350
$14.9K 0.01%
83
+34
12 13
14
15 16