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
1076
$234 ﹤0.01%
6
-2
1077
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4
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$232 ﹤0.01%
38
1079
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3
-1
1080
$232 ﹤0.01%
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1081
$231 ﹤0.01%
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1085
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3
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+4
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$227 ﹤0.01%
3
-4
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-19
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+5
1095
$225 ﹤0.01%
+3
1096
$225 ﹤0.01%
1
1097
$224 ﹤0.01%
2
1098
$223 ﹤0.01%
+11
1099
$223 ﹤0.01%
12
-9
1100
$223 ﹤0.01%
6
42 43
44
45 46