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
1126
$212 ﹤0.01%
15
-4
1127
$212 ﹤0.01%
16
-6
1128
$212 ﹤0.01%
+4
1129
$211 ﹤0.01%
7
-6
1130
$211 ﹤0.01%
5
-3
1131
$211 ﹤0.01%
11
-3
1132
$211 ﹤0.01%
6
-3
1133
$210 ﹤0.01%
5
-1
1134
$210 ﹤0.01%
2
-2
1135
$210 ﹤0.01%
19
-17
1136
$210 ﹤0.01%
4
-4
1137
$210 ﹤0.01%
5
-8
1138
$210 ﹤0.01%
3
-2
1139
$210 ﹤0.01%
11
-2
1140
$210 ﹤0.01%
+9
1141
$209 ﹤0.01%
+30
1142
$209 ﹤0.01%
+14
1143
$208 ﹤0.01%
+10
1144
$207 ﹤0.01%
7
-5
1145
$207 ﹤0.01%
8
1146
$206 ﹤0.01%
+2
1147
$206 ﹤0.01%
8
-1
1148
$205 ﹤0.01%
+15
1149
$205 ﹤0.01%
2
1150
$205 ﹤0.01%
15
-5
44 45
46
47 48