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
751
$1.3K ﹤0.01%
21
-1
752
$1.29K ﹤0.01%
84
+9
753
$1.29K ﹤0.01%
3
754
$1.29K ﹤0.01%
41
+35
755
$1.28K ﹤0.01%
+35
756
$1.27K ﹤0.01%
130
+20
757
$1.26K ﹤0.01%
9
758
$1.25K ﹤0.01%
9
759
$1.22K ﹤0.01%
+54
760
$1.22K ﹤0.01%
+21
761
$1.22K ﹤0.01%
10
762
$1.19K ﹤0.01%
110
-31
763
$1.19K ﹤0.01%
25
+21
764
$1.18K ﹤0.01%
48
765
$1.17K ﹤0.01%
2
+1
766
$1.16K ﹤0.01%
92
-26
767
$1.16K ﹤0.01%
16
+6
768
$1.16K ﹤0.01%
10
769
$1.15K ﹤0.01%
43
770
$1.13K ﹤0.01%
42
771
$1.12K ﹤0.01%
8
-3
772
$1.08K ﹤0.01%
8
-11
773
$1.08K ﹤0.01%
+10
774
$1.06K ﹤0.01%
+17
775
$1.06K ﹤0.01%
+60
29 30
31
32 33