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
51
$261K 0.09%
681
52
$261K 0.09%
950
+107
53
$257K 0.09%
819
54
$256K 0.08%
521
+11
55
$248K 0.08%
3,500
+40
56
$243K 0.08%
+3,883
57
$243K 0.08%
1,226
-4
58
$228K 0.08%
5,752
-197
59
$227K 0.08%
1,402
+141
60
$227K 0.08%
559
+2
61
$220K 0.07%
804
+219
62
$208K 0.07%
1,901
+27
63
$204K 0.07%
1,745
+8
64
$200K 0.07%
+814
65
$193K 0.06%
329
-43
66
$187K 0.06%
5,008
-18
67
$187K 0.06%
3,516
+135
68
$177K 0.06%
+1,014
69
$175K 0.06%
2,162
70
$161K 0.05%
6,358
-57
71
$159K 0.05%
+4,382
72
$159K 0.05%
322
+11
73
$155K 0.05%
265
74
$149K 0.05%
877
+34
75
$149K 0.05%
1,863
+48
1 2
3
4 5