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
451
$8.15K ﹤0.01%
22
452
$8.13K ﹤0.01%
97
+19
453
$8.11K ﹤0.01%
+39
454
$8.09K ﹤0.01%
69
455
$8.03K ﹤0.01%
16
-5
456
$7.99K ﹤0.01%
52
+44
457
$7.98K ﹤0.01%
45
458
$7.94K ﹤0.01%
45
459
$7.91K ﹤0.01%
210
-7
460
$7.89K ﹤0.01%
212
+100
461
$7.84K ﹤0.01%
39
+1
462
$7.79K ﹤0.01%
49
+14
463
$7.78K ﹤0.01%
352
464
$7.73K ﹤0.01%
80
-213
465
$7.65K ﹤0.01%
148
+12
466
$7.58K ﹤0.01%
56
-5
467
$7.56K ﹤0.01%
44
+4
468
$7.55K ﹤0.01%
180
469
$7.52K ﹤0.01%
72
470
$7.43K ﹤0.01%
177
+4
471
$7.34K ﹤0.01%
+301
472
$7.31K ﹤0.01%
276
473
$7.28K ﹤0.01%
125
+35
474
$7.21K ﹤0.01%
60
475
$7.18K ﹤0.01%
+272
17 18
19
20 21