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
551
$4.98K ﹤0.01%
25
-2
552
$4.95K ﹤0.01%
110
553
$4.95K ﹤0.01%
134
554
$4.88K ﹤0.01%
12
555
$4.73K ﹤0.01%
35
+2
556
$4.61K ﹤0.01%
19
557
$4.6K ﹤0.01%
16
558
$4.59K ﹤0.01%
28
559
$4.58K ﹤0.01%
+77
560
$4.58K ﹤0.01%
+1,870
561
$4.58K ﹤0.01%
64
+63
562
$4.53K ﹤0.01%
65
563
$4.5K ﹤0.01%
133
564
$4.49K ﹤0.01%
18
+3
565
$4.44K ﹤0.01%
15
566
$4.43K ﹤0.01%
+786
567
$4.43K ﹤0.01%
109
568
$4.4K ﹤0.01%
11
569
$4.39K ﹤0.01%
+37
570
$4.36K ﹤0.01%
32
571
$4.3K ﹤0.01%
16
572
$4.29K ﹤0.01%
50
+24
573
$4.28K ﹤0.01%
36
574
$4.28K ﹤0.01%
75
575
$4.26K ﹤0.01%
22
-7
21 22
23
24 25