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
1201
$188 ﹤0.01%
+3
1202
$188 ﹤0.01%
+43
1203
$188 ﹤0.01%
4
-2
1204
$188 ﹤0.01%
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-6
1205
$187 ﹤0.01%
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-5
1206
$187 ﹤0.01%
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1207
$186 ﹤0.01%
+10
1208
$186 ﹤0.01%
4
-1
1209
$186 ﹤0.01%
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-1
1210
$186 ﹤0.01%
2
1211
$185 ﹤0.01%
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$185 ﹤0.01%
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$185 ﹤0.01%
5
-4
1214
$184 ﹤0.01%
+13
1215
$184 ﹤0.01%
4
-4
1216
$184 ﹤0.01%
+5
1217
$183 ﹤0.01%
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1218
$183 ﹤0.01%
10
-1
1219
$183 ﹤0.01%
+26
1220
$183 ﹤0.01%
+5
1221
$183 ﹤0.01%
+1
1222
$182 ﹤0.01%
+11
1223
$182 ﹤0.01%
9
-12
1224
$181 ﹤0.01%
1
1225
$179 ﹤0.01%
+2
47 48
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