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
726
$1.73K ﹤0.01%
65
727
$1.7K ﹤0.01%
74
728
$1.69K ﹤0.01%
8
+2
729
$1.67K ﹤0.01%
6
730
$1.66K ﹤0.01%
70
+22
731
$1.57K ﹤0.01%
+9
732
$1.56K ﹤0.01%
13
733
$1.55K ﹤0.01%
33
734
$1.55K ﹤0.01%
+31
735
$1.54K ﹤0.01%
10
736
$1.54K ﹤0.01%
10
+4
737
$1.54K ﹤0.01%
12
738
$1.54K ﹤0.01%
55
+2
739
$1.53K ﹤0.01%
36
-7
740
$1.52K ﹤0.01%
14
-15
741
$1.46K ﹤0.01%
22
742
$1.44K ﹤0.01%
46
+27
743
$1.4K ﹤0.01%
20
+2
744
$1.39K ﹤0.01%
64
+8
745
$1.39K ﹤0.01%
7
746
$1.37K ﹤0.01%
+149
747
$1.36K ﹤0.01%
32
+16
748
$1.35K ﹤0.01%
6
749
$1.34K ﹤0.01%
4
750
$1.33K ﹤0.01%
43
+23
28 29
30
31 32