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
26
$1.43M 0.48%
25,758
+37
27
$1.38M 0.46%
2
28
$1.37M 0.45%
2,798
-10
29
$1.08M 0.36%
52,304
-2,988
30
$859K 0.29%
32,972
+592
31
$832K 0.28%
4,979
+89
32
$809K 0.27%
7,240
-352
33
$711K 0.24%
3,968
+8
34
$691K 0.23%
3,276
+40
35
$673K 0.22%
759
+16
36
$629K 0.21%
3,794
+1,055
37
$586K 0.19%
20,070
+525
38
$570K 0.19%
6,317
+242
39
$500K 0.17%
6,656
+342
40
$426K 0.14%
3,357
-318
41
$352K 0.12%
1,441
-140
42
$348K 0.12%
608
+110
43
$340K 0.11%
1,964
+14
44
$332K 0.11%
13,875
+63
45
$319K 0.11%
991
46
$301K 0.1%
4,826
+108
47
$298K 0.1%
3,568
48
$295K 0.1%
1,496
49
$282K 0.09%
1,614
+42
50
$265K 0.09%
11,958
-3,876
1
2
3 4 5