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
701
$2.06K ﹤0.01%
65
702
$2.03K ﹤0.01%
24
-11
703
$2.03K ﹤0.01%
13
704
$2.02K ﹤0.01%
624
+64
705
$2K ﹤0.01%
10
-1
706
$2K ﹤0.01%
+27
707
$1.99K ﹤0.01%
+12
708
$1.99K ﹤0.01%
125
+35
709
$1.93K ﹤0.01%
54
+19
710
$1.91K ﹤0.01%
6
+3
711
$1.9K ﹤0.01%
40
712
$1.89K ﹤0.01%
+250
713
$1.89K ﹤0.01%
92
714
$1.88K ﹤0.01%
26
715
$1.87K ﹤0.01%
+38
716
$1.86K ﹤0.01%
8
717
$1.85K ﹤0.01%
+50
718
$1.84K ﹤0.01%
+1
719
$1.84K ﹤0.01%
205
720
$1.83K ﹤0.01%
33
-16
721
$1.82K ﹤0.01%
16
722
$1.81K ﹤0.01%
40
+17
723
$1.79K ﹤0.01%
16
724
$1.77K ﹤0.01%
210
+22
725
$1.75K ﹤0.01%
6
27 28
29
30 31