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
1101
$222 ﹤0.01%
5
-7
1102
$222 ﹤0.01%
28
-16
1103
$222 ﹤0.01%
1
1104
$221 ﹤0.01%
4
1105
$221 ﹤0.01%
5
-3
1106
$221 ﹤0.01%
12
-3
1107
$221 ﹤0.01%
14
1108
$220 ﹤0.01%
5
1109
$218 ﹤0.01%
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-10
1110
$218 ﹤0.01%
+6
1111
$217 ﹤0.01%
3
-3
1112
$217 ﹤0.01%
+1
1113
$217 ﹤0.01%
5
1114
$216 ﹤0.01%
3
1115
$216 ﹤0.01%
+4
1116
$216 ﹤0.01%
+5
1117
$216 ﹤0.01%
3
1118
$215 ﹤0.01%
7
-2
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$214 ﹤0.01%
+7
1120
$213 ﹤0.01%
+7
1121
$213 ﹤0.01%
8
-4
1122
$213 ﹤0.01%
10
-5
1123
$213 ﹤0.01%
7
-2
1124
$212 ﹤0.01%
+4
1125
$212 ﹤0.01%
3
-4
43 44
45
46 47