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
876
$495 ﹤0.01%
+19
877
$493 ﹤0.01%
2
878
$490 ﹤0.01%
34
-16
879
$486 ﹤0.01%
14
-3
880
$485 ﹤0.01%
4
881
$482 ﹤0.01%
12
+1
882
$480 ﹤0.01%
+8
883
$476 ﹤0.01%
6
-2
884
$473 ﹤0.01%
6
-5
885
$464 ﹤0.01%
10
886
$459 ﹤0.01%
+10
887
$458 ﹤0.01%
+10
888
$453 ﹤0.01%
10
889
$446 ﹤0.01%
3
890
$446 ﹤0.01%
24
891
$444 ﹤0.01%
5
892
$442 ﹤0.01%
166
-68
893
$439 ﹤0.01%
36
+10
894
$437 ﹤0.01%
+32
895
$429 ﹤0.01%
1
896
$423 ﹤0.01%
3
-2
897
$421 ﹤0.01%
4
898
$418 ﹤0.01%
+6
899
$417 ﹤0.01%
6
-3
900
$414 ﹤0.01%
13
34 35
36
37 38