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
526
$5.57K ﹤0.01%
93
+51
527
$5.52K ﹤0.01%
25
528
$5.51K ﹤0.01%
29
529
$5.48K ﹤0.01%
75
530
$5.41K ﹤0.01%
38
-29
531
$5.4K ﹤0.01%
56
+7
532
$5.39K ﹤0.01%
49
533
$5.38K ﹤0.01%
45
534
$5.36K ﹤0.01%
104
-9
535
$5.35K ﹤0.01%
49
536
$5.35K ﹤0.01%
160
537
$5.34K ﹤0.01%
150
538
$5.34K ﹤0.01%
38
539
$5.32K ﹤0.01%
60
540
$5.3K ﹤0.01%
22
541
$5.3K ﹤0.01%
40
542
$5.25K ﹤0.01%
9
543
$5.25K ﹤0.01%
145
544
$5.24K ﹤0.01%
29
-5
545
$5.17K ﹤0.01%
37
-2
546
$5.13K ﹤0.01%
63
+29
547
$5.11K ﹤0.01%
108
+2
548
$5.11K ﹤0.01%
53
549
$5.09K ﹤0.01%
250
550
$5.08K ﹤0.01%
49
20 21
22
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