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
126
$78.8K 0.03%
464
+158
127
$77.3K 0.03%
957
-40
128
$75.9K 0.03%
336
+227
129
$75.3K 0.03%
920
+170
130
$74.7K 0.02%
270
131
$73.1K 0.02%
2,751
132
$72.5K 0.02%
759
-42
133
$71.9K 0.02%
358
+76
134
$71.9K 0.02%
438
+63
135
$71.7K 0.02%
997
-145
136
$71.5K 0.02%
961
137
$70.7K 0.02%
987
+12
138
$70.4K 0.02%
1,212
+16
139
$70.4K 0.02%
249
+96
140
$68.4K 0.02%
1,794
+6
141
$67.4K 0.02%
16
142
$67.3K 0.02%
240
+112
143
$66.7K 0.02%
694
+1
144
$66.6K 0.02%
126
+102
145
$66.5K 0.02%
935
146
$65.5K 0.02%
1,569
+38
147
$63.8K 0.02%
180
+5
148
$63.7K 0.02%
+1,895
149
$63K 0.02%
247
+51
150
$62K 0.02%
69
+7
4 5
6
7 8