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
576
$4.26K ﹤0.01%
17
-2
577
$4.24K ﹤0.01%
66
578
$4.18K ﹤0.01%
179
579
$4.16K ﹤0.01%
100
-30
580
$4.14K ﹤0.01%
57
581
$4.14K ﹤0.01%
+23
582
$4.11K ﹤0.01%
218
+10
583
$4.11K ﹤0.01%
+158
584
$4.1K ﹤0.01%
+294
585
$4.07K ﹤0.01%
21
586
$4.06K ﹤0.01%
175
587
$4.04K ﹤0.01%
98
+67
588
$4.02K ﹤0.01%
142
589
$4K ﹤0.01%
50
590
$3.97K ﹤0.01%
41
591
$3.96K ﹤0.01%
226
592
$3.9K ﹤0.01%
112
593
$3.89K ﹤0.01%
10
+2
594
$3.87K ﹤0.01%
18
595
$3.87K ﹤0.01%
57
596
$3.86K ﹤0.01%
+67
597
$3.85K ﹤0.01%
26
-4
598
$3.84K ﹤0.01%
20
599
$3.83K ﹤0.01%
17
600
$3.83K ﹤0.01%
10
+8
22 23
24
25 26