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
801
$819 ﹤0.01%
10
802
$810 ﹤0.01%
72
803
$775 ﹤0.01%
6
-23
804
$760 ﹤0.01%
30
805
$759 ﹤0.01%
44
806
$742 ﹤0.01%
39
-11
807
$741 ﹤0.01%
10
808
$733 ﹤0.01%
9
809
$728 ﹤0.01%
+4
810
$727 ﹤0.01%
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811
$726 ﹤0.01%
7
812
$720 ﹤0.01%
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813
$700 ﹤0.01%
+362
814
$697 ﹤0.01%
10
815
$686 ﹤0.01%
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-10
816
$679 ﹤0.01%
6
+1
817
$667 ﹤0.01%
22
+4
818
$656 ﹤0.01%
3
-2
819
$651 ﹤0.01%
56
820
$649 ﹤0.01%
19
-2
821
$647 ﹤0.01%
3
-1
822
$647 ﹤0.01%
3
823
$639 ﹤0.01%
4
+2
824
$638 ﹤0.01%
4
-1
825
$632 ﹤0.01%
6
31 32
33
34 35