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
626
$3.4K ﹤0.01%
27
627
$3.4K ﹤0.01%
635
628
$3.4K ﹤0.01%
105
629
$3.33K ﹤0.01%
33
630
$3.3K ﹤0.01%
66
631
$3.27K ﹤0.01%
16
+9
632
$3.26K ﹤0.01%
33
633
$3.25K ﹤0.01%
113
-66
634
$3.24K ﹤0.01%
73
+5
635
$3.22K ﹤0.01%
53
636
$3.19K ﹤0.01%
386
-26
637
$3.14K ﹤0.01%
80
638
$3.1K ﹤0.01%
+40
639
$3.09K ﹤0.01%
167
640
$3.06K ﹤0.01%
34
641
$3.03K ﹤0.01%
83
642
$3.02K ﹤0.01%
42
643
$3K ﹤0.01%
2
-2
644
$2.98K ﹤0.01%
40
645
$2.98K ﹤0.01%
8
646
$2.98K ﹤0.01%
13
+6
647
$2.97K ﹤0.01%
28
+16
648
$2.95K ﹤0.01%
27
-19
649
$2.91K ﹤0.01%
+24
650
$2.91K ﹤0.01%
165
24 25
26
27 28