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
501
$6.35K ﹤0.01%
77
+14
502
$6.34K ﹤0.01%
96
503
$6.32K ﹤0.01%
20
504
$6.3K ﹤0.01%
2
505
$6.27K ﹤0.01%
42
506
$6.2K ﹤0.01%
56
+16
507
$6.17K ﹤0.01%
113
-9
508
$6.15K ﹤0.01%
395
+305
509
$6.14K ﹤0.01%
338
510
$6.04K ﹤0.01%
176
511
$5.96K ﹤0.01%
62
512
$5.95K ﹤0.01%
91
+10
513
$5.89K ﹤0.01%
60
514
$5.88K ﹤0.01%
20
515
$5.88K ﹤0.01%
56
+5
516
$5.87K ﹤0.01%
125
-18
517
$5.84K ﹤0.01%
79
-8
518
$5.84K ﹤0.01%
43
519
$5.83K ﹤0.01%
114
+56
520
$5.8K ﹤0.01%
+206
521
$5.77K ﹤0.01%
32
522
$5.74K ﹤0.01%
36
523
$5.63K ﹤0.01%
18
524
$5.59K ﹤0.01%
+1,200
525
$5.58K ﹤0.01%
56
+14
19 20
21
22 23