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
1251
$169 ﹤0.01%
10
-7
1252
$169 ﹤0.01%
4
-3
1253
$167 ﹤0.01%
6
-2
1254
$165 ﹤0.01%
3
-2
1255
$165 ﹤0.01%
4
1256
$164 ﹤0.01%
3
-6
1257
$163 ﹤0.01%
12
+1
1258
$160 ﹤0.01%
+6
1259
$160 ﹤0.01%
8
-2
1260
$151 ﹤0.01%
10
1261
$151 ﹤0.01%
2
-2
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$148 ﹤0.01%
11
1263
$143 ﹤0.01%
2
1264
$142 ﹤0.01%
+1
1265
$142 ﹤0.01%
9
1266
$141 ﹤0.01%
34
1267
$141 ﹤0.01%
8
1268
$140 ﹤0.01%
3
1269
$138 ﹤0.01%
6
1270
$134 ﹤0.01%
+1
1271
$120 ﹤0.01%
16
1272
$117 ﹤0.01%
+5
1273
$113 ﹤0.01%
8
1274
$110 ﹤0.01%
+1
1275
$110 ﹤0.01%
+1
49 50
51
52 53