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
951
$336 ﹤0.01%
12
-1
952
$335 ﹤0.01%
2
-1
953
$332 ﹤0.01%
8
+4
954
$332 ﹤0.01%
3
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$332 ﹤0.01%
10
-5
956
$328 ﹤0.01%
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957
$327 ﹤0.01%
3
-3
958
$326 ﹤0.01%
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-2
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$325 ﹤0.01%
2
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$323 ﹤0.01%
+8
961
$322 ﹤0.01%
10
962
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-2
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$321 ﹤0.01%
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964
$320 ﹤0.01%
+16
965
$320 ﹤0.01%
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-9
966
$318 ﹤0.01%
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$318 ﹤0.01%
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968
$318 ﹤0.01%
4
-3
969
$317 ﹤0.01%
1
970
$315 ﹤0.01%
3
971
$315 ﹤0.01%
3
-2
972
$313 ﹤0.01%
34
-16
973
$311 ﹤0.01%
8
974
$310 ﹤0.01%
+5
975
$310 ﹤0.01%
3
37 38
39
40 41