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
1026
$258 ﹤0.01%
5
1027
$258 ﹤0.01%
1
-1
1028
$256 ﹤0.01%
4
-3
1029
$256 ﹤0.01%
3
-3
1030
$255 ﹤0.01%
6
-1
1031
$255 ﹤0.01%
7
-1
1032
$255 ﹤0.01%
2
-3
1033
$253 ﹤0.01%
+8
1034
$252 ﹤0.01%
4
1035
$252 ﹤0.01%
+6
1036
$251 ﹤0.01%
6
-4
1037
$251 ﹤0.01%
6
1038
$251 ﹤0.01%
+3
1039
$250 ﹤0.01%
+4
1040
$250 ﹤0.01%
3
-1
1041
$250 ﹤0.01%
2
1042
$250 ﹤0.01%
3
1043
$249 ﹤0.01%
+11
1044
$249 ﹤0.01%
2
-2
1045
$249 ﹤0.01%
10
-6
1046
$249 ﹤0.01%
64
1047
$249 ﹤0.01%
44
1048
$249 ﹤0.01%
+9
1049
$248 ﹤0.01%
+3
1050
$248 ﹤0.01%
7
-4
40 41
42
43 44