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
151
$61.9K 0.02%
588
-50
152
$60.8K 0.02%
224
+53
153
$60.6K 0.02%
130
154
$60.4K 0.02%
619
+1
155
$59.6K 0.02%
398
156
$59.5K 0.02%
382
+1
157
$58.8K 0.02%
283
+3
158
$58.7K 0.02%
94
+9
159
$57.9K 0.02%
468
160
$57.6K 0.02%
207
-17
161
$57.5K 0.02%
1,133
+983
162
$57.3K 0.02%
473
+13
163
$56.7K 0.02%
114
+47
164
$56.3K 0.02%
96
+29
165
$55.2K 0.02%
162
166
$54.7K 0.02%
326
+96
167
$54.6K 0.02%
264
-59
168
$54.6K 0.02%
699
+73
169
$53.6K 0.02%
924
170
$53.2K 0.02%
56
+2
171
$53K 0.02%
626
+36
172
$52.8K 0.02%
590
-10
173
$52.7K 0.02%
1,367
+26
174
$52K 0.02%
+1,030
175
$51.8K 0.02%
2,356
+1,266
5 6
7
8 9