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
1051
$248 ﹤0.01%
+13
1052
$248 ﹤0.01%
6
-12
1053
$247 ﹤0.01%
11
-2
1054
$246 ﹤0.01%
+14
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12
1056
$244 ﹤0.01%
7
+1
1057
$244 ﹤0.01%
+7
1058
$243 ﹤0.01%
1
1059
$242 ﹤0.01%
5
1060
$242 ﹤0.01%
5
1061
$242 ﹤0.01%
21
-12
1062
$241 ﹤0.01%
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1063
$241 ﹤0.01%
3
1064
$239 ﹤0.01%
+1
1065
$239 ﹤0.01%
65
1066
$239 ﹤0.01%
+4
1067
$238 ﹤0.01%
13
1068
$238 ﹤0.01%
2
1069
$237 ﹤0.01%
1
-1
1070
$237 ﹤0.01%
+34
1071
$236 ﹤0.01%
+13
1072
$235 ﹤0.01%
84
-12
1073
$235 ﹤0.01%
+7
1074
$234 ﹤0.01%
4
-3
1075
$234 ﹤0.01%
+10
41 42
43
44 45