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
776
$1.06K ﹤0.01%
71
777
$1.05K ﹤0.01%
23
778
$1.05K ﹤0.01%
17
779
$1.04K ﹤0.01%
45
-10
780
$1.04K ﹤0.01%
11
+5
781
$1.02K ﹤0.01%
132
-27
782
$1.01K ﹤0.01%
13
783
$991 ﹤0.01%
4
784
$968 ﹤0.01%
100
785
$963 ﹤0.01%
91
786
$960 ﹤0.01%
24
-1
787
$942 ﹤0.01%
4
788
$925 ﹤0.01%
87
-48
789
$919 ﹤0.01%
+30
790
$907 ﹤0.01%
33
791
$903 ﹤0.01%
216
-88
792
$900 ﹤0.01%
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793
$890 ﹤0.01%
260
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794
$862 ﹤0.01%
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795
$854 ﹤0.01%
47
-24
796
$845 ﹤0.01%
54
797
$843 ﹤0.01%
+20
798
$827 ﹤0.01%
+21
799
$826 ﹤0.01%
+3
800
$826 ﹤0.01%
120
-20
30 31
32
33 34