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
851
$569 ﹤0.01%
30
852
$562 ﹤0.01%
6
-4
853
$561 ﹤0.01%
6
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854
$560 ﹤0.01%
+80
855
$552 ﹤0.01%
43
+1
856
$549 ﹤0.01%
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857
$549 ﹤0.01%
+10
858
$548 ﹤0.01%
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-1
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$547 ﹤0.01%
4
+1
860
$543 ﹤0.01%
1
861
$539 ﹤0.01%
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102
-26
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$528 ﹤0.01%
3
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4
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$526 ﹤0.01%
2
867
$525 ﹤0.01%
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868
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869
$522 ﹤0.01%
+10
870
$522 ﹤0.01%
4
-2
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$518 ﹤0.01%
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872
$515 ﹤0.01%
3
-1
873
$512 ﹤0.01%
+72
874
$503 ﹤0.01%
16
-15
875
$502 ﹤0.01%
3
-1
33 34
35
36 37