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
101
$105K 0.03%
1,029
+8
102
$103K 0.03%
2,304
-507
103
$103K 0.03%
243
-8
104
$102K 0.03%
602
+472
105
$101K 0.03%
+1,469
106
$101K 0.03%
593
107
$100K 0.03%
1,775
+91
108
$97K 0.03%
1,286
-2
109
$96K 0.03%
434
+29
110
$95.7K 0.03%
1,610
-4
111
$92.4K 0.03%
1,052
112
$91.7K 0.03%
2,015
113
$91.5K 0.03%
300
-2
114
$91.1K 0.03%
2,425
+62
115
$90K 0.03%
1,152
-1
116
$88.8K 0.03%
747
117
$85.3K 0.03%
323
+206
118
$84.8K 0.03%
738
119
$84.4K 0.03%
882
+1
120
$84.2K 0.03%
1,015
+5
121
$83.8K 0.03%
1,069
+10
122
$83.4K 0.03%
724
+378
123
$82.8K 0.03%
212
+55
124
$80.8K 0.03%
156
+1
125
$79.3K 0.03%
384
-120
3 4
5
6 7