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
476
$7.02K ﹤0.01%
58
477
$7.01K ﹤0.01%
103
478
$7K ﹤0.01%
13
+3
479
$6.92K ﹤0.01%
193
-102
480
$6.86K ﹤0.01%
104
-12
481
$6.85K ﹤0.01%
51
482
$6.83K ﹤0.01%
2,219
+27
483
$6.83K ﹤0.01%
200
484
$6.8K ﹤0.01%
55
485
$6.78K ﹤0.01%
25
+5
486
$6.75K ﹤0.01%
166
-726
487
$6.72K ﹤0.01%
112
+27
488
$6.69K ﹤0.01%
90
-40
489
$6.67K ﹤0.01%
+107
490
$6.64K ﹤0.01%
35
491
$6.6K ﹤0.01%
59
-5
492
$6.6K ﹤0.01%
55
+3
493
$6.56K ﹤0.01%
33
+7
494
$6.46K ﹤0.01%
109
495
$6.45K ﹤0.01%
55
496
$6.42K ﹤0.01%
537
497
$6.38K ﹤0.01%
96
498
$6.37K ﹤0.01%
20
-2
499
$6.36K ﹤0.01%
63
-2
500
$6.35K ﹤0.01%
26
18 19
20
21 22