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
676
$2.44K ﹤0.01%
176
677
$2.42K ﹤0.01%
39
+21
678
$2.41K ﹤0.01%
24
+15
679
$2.39K ﹤0.01%
11
+8
680
$2.39K ﹤0.01%
108
681
$2.37K ﹤0.01%
21
682
$2.37K ﹤0.01%
161
683
$2.36K ﹤0.01%
39
684
$2.36K ﹤0.01%
18
-4
685
$2.33K ﹤0.01%
87
686
$2.3K ﹤0.01%
12
+3
687
$2.3K ﹤0.01%
18
688
$2.25K ﹤0.01%
70
-11
689
$2.21K ﹤0.01%
+73
690
$2.19K ﹤0.01%
56
691
$2.18K ﹤0.01%
+44
692
$2.17K ﹤0.01%
84
+59
693
$2.17K ﹤0.01%
60
+42
694
$2.15K ﹤0.01%
26
695
$2.12K ﹤0.01%
12
696
$2.12K ﹤0.01%
88
697
$2.11K ﹤0.01%
+116
698
$2.08K ﹤0.01%
5
699
$2.07K ﹤0.01%
27
700
$2.06K ﹤0.01%
52
+15
26 27
28
29 30