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
1276
$110 ﹤0.01%
+1
1277
$108 ﹤0.01%
+4
1278
$107 ﹤0.01%
+5
1279
$97 ﹤0.01%
+6
1280
$96 ﹤0.01%
3
-43
1281
$94 ﹤0.01%
+20
1282
$90 ﹤0.01%
3
1283
$89 ﹤0.01%
+5
1284
$85 ﹤0.01%
+1
1285
$82 ﹤0.01%
25
1286
$79 ﹤0.01%
+14
1287
$74 ﹤0.01%
+3
1288
$69 ﹤0.01%
+3
1289
$63 ﹤0.01%
+3
1290
$63 ﹤0.01%
22
1291
$56 ﹤0.01%
1
-57
1292
$55 ﹤0.01%
+8
1293
$52 ﹤0.01%
+2
1294
$32 ﹤0.01%
+10
1295
$31 ﹤0.01%
15
1296
$27 ﹤0.01%
27
1297
$13 ﹤0.01%
2
1298
$5 ﹤0.01%
+3
1299
– –
0
1300
– –
-28
50 51
52
53 54