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
901
$413 ﹤0.01%
4
902
$411 ﹤0.01%
16
-3
903
$411 ﹤0.01%
6
+1
904
$408 ﹤0.01%
+8
905
$405 ﹤0.01%
2
-3
906
$401 ﹤0.01%
+10
907
$401 ﹤0.01%
2
-1
908
$400 ﹤0.01%
+3
909
$399 ﹤0.01%
100
910
$399 ﹤0.01%
+12
911
$398 ﹤0.01%
2
912
$397 ﹤0.01%
44
913
$396 ﹤0.01%
4
914
$395 ﹤0.01%
2
-1
915
$395 ﹤0.01%
7
916
$394 ﹤0.01%
4
-2
917
$392 ﹤0.01%
+24
918
$390 ﹤0.01%
24
+4
919
$389 ﹤0.01%
2
-1
920
$386 ﹤0.01%
2
921
$384 ﹤0.01%
62
+17
922
$382 ﹤0.01%
2
923
$381 ﹤0.01%
23
924
$378 ﹤0.01%
+8
925
$376 ﹤0.01%
+1
35 36
37
38 39