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
926
$373 ﹤0.01%
8
+2
927
$371 ﹤0.01%
8
-4
928
$371 ﹤0.01%
1
929
$369 ﹤0.01%
151
+23
930
$369 ﹤0.01%
4
-3
931
$369 ﹤0.01%
8
+1
932
$368 ﹤0.01%
50
-20
933
$367 ﹤0.01%
+1
934
$366 ﹤0.01%
2
935
$365 ﹤0.01%
2
+1
936
$363 ﹤0.01%
4
-2
937
$354 ﹤0.01%
46
-6
938
$351 ﹤0.01%
6
939
$350 ﹤0.01%
+1
940
$350 ﹤0.01%
5
941
$346 ﹤0.01%
3
-9
942
$346 ﹤0.01%
2
943
$345 ﹤0.01%
2
944
$342 ﹤0.01%
4
-1
945
$341 ﹤0.01%
11
-4
946
$340 ﹤0.01%
11
-10
947
$340 ﹤0.01%
3
948
$339 ﹤0.01%
17
949
$338 ﹤0.01%
+5
950
$336 ﹤0.01%
2
-2
36 37
38
39 40