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
351
$14.8K ﹤0.01%
1,321
+12
352
$14.8K ﹤0.01%
378
353
$14.7K ﹤0.01%
190
+11
354
$14.7K ﹤0.01%
65
+5
355
$14.5K ﹤0.01%
158
356
$14.2K ﹤0.01%
64
+4
357
$14.2K ﹤0.01%
194
+55
358
$14.1K ﹤0.01%
150
-25
359
$13.9K ﹤0.01%
80
360
$13.8K ﹤0.01%
111
+30
361
$13.8K ﹤0.01%
167
+1
362
$13.8K ﹤0.01%
105
+14
363
$13.8K ﹤0.01%
211
+3
364
$13.6K ﹤0.01%
169
-2
365
$13.5K ﹤0.01%
106
366
$13.5K ﹤0.01%
141
367
$13.5K ﹤0.01%
+576
368
$13.4K ﹤0.01%
+75
369
$13.3K ﹤0.01%
252
370
$13.2K ﹤0.01%
292
371
$13.1K ﹤0.01%
87
372
$13K ﹤0.01%
234
373
$12.7K ﹤0.01%
+1,432
374
$12.7K ﹤0.01%
200
375
$12.7K ﹤0.01%
306
13 14
15
16 17