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
1226
$179 ﹤0.01%
16
-5
1227
$179 ﹤0.01%
6
1228
$179 ﹤0.01%
8
-2
1229
$178 ﹤0.01%
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1230
$177 ﹤0.01%
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-2
1231
$176 ﹤0.01%
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$176 ﹤0.01%
+17
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$176 ﹤0.01%
+4
1234
$176 ﹤0.01%
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-2
1235
$176 ﹤0.01%
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$176 ﹤0.01%
+85
1237
$176 ﹤0.01%
+10
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$175 ﹤0.01%
+1
1239
$175 ﹤0.01%
16
+2
1240
$175 ﹤0.01%
7
-7
1241
$174 ﹤0.01%
7
-2
1242
$174 ﹤0.01%
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1243
$173 ﹤0.01%
5
-1
1244
$172 ﹤0.01%
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-11
1245
$172 ﹤0.01%
1
-1
1246
$172 ﹤0.01%
+2
1247
$172 ﹤0.01%
6
-3
1248
$172 ﹤0.01%
3
1249
$172 ﹤0.01%
10
1250
$170 ﹤0.01%
4
48 49
50
51 52