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
401
$10.6K ﹤0.01%
204
+26
402
$10.6K ﹤0.01%
36
+12
403
$10.5K ﹤0.01%
46
404
$10.5K ﹤0.01%
96
+1
405
$10.5K ﹤0.01%
144
406
$10.4K ﹤0.01%
988
-13
407
$10.4K ﹤0.01%
59
408
$10.4K ﹤0.01%
13
+4
409
$10.2K ﹤0.01%
167
410
$9.99K ﹤0.01%
44
+1
411
$9.86K ﹤0.01%
9
412
$9.84K ﹤0.01%
64
-4
413
$9.81K ﹤0.01%
95
+15
414
$9.78K ﹤0.01%
11
415
$9.75K ﹤0.01%
186
416
$9.67K ﹤0.01%
200
417
$9.67K ﹤0.01%
489
+74
418
$9.63K ﹤0.01%
137
-6
419
$9.63K ﹤0.01%
19
420
$9.61K ﹤0.01%
214
+57
421
$9.55K ﹤0.01%
467
+21
422
$9.52K ﹤0.01%
40
+9
423
$9.51K ﹤0.01%
146
-43
424
$9.49K ﹤0.01%
91
+6
425
$9.49K ﹤0.01%
96
15 16
17
18 19