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
1001
$274 ﹤0.01%
+15
1002
$273 ﹤0.01%
11
1003
$272 ﹤0.01%
7
1004
$272 ﹤0.01%
5
-4
1005
$271 ﹤0.01%
18
1006
$271 ﹤0.01%
+15
1007
$270 ﹤0.01%
2
-1
1008
$268 ﹤0.01%
28
1009
$267 ﹤0.01%
+2
1010
$264 ﹤0.01%
+15
1011
$264 ﹤0.01%
4
-2
1012
$264 ﹤0.01%
+15
1013
$263 ﹤0.01%
40
-14
1014
$262 ﹤0.01%
8
-3
1015
$262 ﹤0.01%
6
-1
1016
$261 ﹤0.01%
8
-4
1017
$261 ﹤0.01%
36
-38
1018
$261 ﹤0.01%
7
-2
1019
$261 ﹤0.01%
4
-1
1020
$261 ﹤0.01%
12
1021
$260 ﹤0.01%
2
-2
1022
$260 ﹤0.01%
14
-4
1023
$259 ﹤0.01%
8
-4
1024
$259 ﹤0.01%
2
1025
$258 ﹤0.01%
2
-3
39 40
41
42 43