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
651
$2.89K ﹤0.01%
12
652
$2.89K ﹤0.01%
33
+7
653
$2.88K ﹤0.01%
+92
654
$2.84K ﹤0.01%
48
655
$2.84K ﹤0.01%
43
656
$2.83K ﹤0.01%
31
657
$2.82K ﹤0.01%
80
-83
658
$2.81K ﹤0.01%
94
-13
659
$2.8K ﹤0.01%
22
660
$2.79K ﹤0.01%
72
-12
661
$2.79K ﹤0.01%
94
662
$2.77K ﹤0.01%
12
663
$2.76K ﹤0.01%
124
-29
664
$2.76K ﹤0.01%
69
-12
665
$2.72K ﹤0.01%
33
666
$2.7K ﹤0.01%
9
667
$2.69K ﹤0.01%
152
+1
668
$2.65K ﹤0.01%
23
+4
669
$2.61K ﹤0.01%
15
+13
670
$2.58K ﹤0.01%
37
+2
671
$2.56K ﹤0.01%
31
-3
672
$2.56K ﹤0.01%
88
-29
673
$2.54K ﹤0.01%
+86
674
$2.52K ﹤0.01%
23
675
$2.46K ﹤0.01%
26
25 26
27
28 29