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
376
$12.6K ﹤0.01%
115
377
$12.5K ﹤0.01%
275
+28
378
$12.5K ﹤0.01%
324
379
$12.4K ﹤0.01%
1,427
380
$12.3K ﹤0.01%
9
381
$12.2K ﹤0.01%
64
382
$12.2K ﹤0.01%
146
-2
383
$11.9K ﹤0.01%
60
384
$11.9K ﹤0.01%
360
+93
385
$11.9K ﹤0.01%
447
386
$11.9K ﹤0.01%
73
+12
387
$11.9K ﹤0.01%
154
+30
388
$11.8K ﹤0.01%
96
+3
389
$11.8K ﹤0.01%
42
+11
390
$11.7K ﹤0.01%
313
+88
391
$11.7K ﹤0.01%
338
-6
392
$11.6K ﹤0.01%
77
+5
393
$11.1K ﹤0.01%
102
+100
394
$11K ﹤0.01%
46
+9
395
$11K ﹤0.01%
142
+60
396
$10.8K ﹤0.01%
230
397
$10.8K ﹤0.01%
124
+8
398
$10.7K ﹤0.01%
31
+6
399
$10.7K ﹤0.01%
287
+48
400
$10.7K ﹤0.01%
79