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
601
$3.77K ﹤0.01%
77
602
$3.75K ﹤0.01%
28
-10
603
$3.75K ﹤0.01%
21
604
$3.73K ﹤0.01%
+922
605
$3.73K ﹤0.01%
169
606
$3.73K ﹤0.01%
60
-51
607
$3.72K ﹤0.01%
7
608
$3.71K ﹤0.01%
98
-57
609
$3.69K ﹤0.01%
116
+52
610
$3.67K ﹤0.01%
+100
611
$3.65K ﹤0.01%
104
+1
612
$3.64K ﹤0.01%
72
+12
613
$3.61K ﹤0.01%
42
614
$3.61K ﹤0.01%
+23
615
$3.58K ﹤0.01%
214
-1,719
616
$3.56K ﹤0.01%
44
+21
617
$3.55K ﹤0.01%
53
-7
618
$3.52K ﹤0.01%
32
619
$3.52K ﹤0.01%
41
620
$3.48K ﹤0.01%
29
+12
621
$3.46K ﹤0.01%
126
622
$3.44K ﹤0.01%
39
623
$3.43K ﹤0.01%
28
624
$3.41K ﹤0.01%
29
625
$3.41K ﹤0.01%
51
23 24
25
26 27